Forager Funds Chloe Stokes on Investing in U.S., U.K.

The video discusses the shift in portfolio strategies towards value orientation due to rising interest rates, which negatively impact high-growth stocks. It highlights the geographical exposure of portfolios, particularly the UK market's underperformance compared to the SMP 500. The video also covers the ongoing market correction, with significant declines in the NASDAQ and Russell 2000 indices. Finally, it explores trends in the consumer sector, noting the competitive environment between ecommerce and traditional retailers post-pandemic.

How do rising interest rates impact high growth stocks compared to value stocks?

What is the significance of fundamental valuation in the current investment climate?

What factors contribute to the current bullish outlook on UK stocks?

What challenges are e-commerce retailers facing in the current market environment?

In what ways have traditional bricks and mortar retailers adapted during the pandemic?