Citi Private Bank Head of Investments on U.S. Equities

The video discusses the current state of the stock market, focusing on the differentiation in equities and the impact of earnings season. It highlights the strong earnings performance of companies, with a significant percentage beating estimates. The discussion shifts to investor expectations for future quarters, emphasizing the need for adjustments in light of potential volatility. The video also explores global investment strategies, particularly in the healthcare sector, and the implications of Federal Reserve rate hikes on market valuations and profitability.

What are the expectations for healthcare earnings growth next year?

How might equities react when the Fed starts hiking rates, based on the discussion?