SGMC Capital's Bondurri on Markets and Investment Strategies

The video discusses investment strategies in the current market, emphasizing the need to reduce equities due to geopolitical tensions and potential interest rate hikes. It highlights the role of equities as an inflation hedge and suggests maintaining exposure to secular growth themes like cybersecurity and renewable energy. The video also provides insights into U.S., European, and Chinese markets, noting the attractiveness of Chinese stocks despite political risks. Finally, it analyzes various sectors, recommending focus on semiconductors, cybersecurity, and healthcare for future growth.

How does the speaker view the relationship between U.S. markets and European markets?

What themes does the speaker identify as independent of the business cycle?

What does the speaker suggest about the future of healthcare as an investment theme?