Finding the Eco Data That Matters to Markets

The video discusses the importance of various factors in investment decisions, focusing on the job market and sector performance. It highlights the differences between small and large cap stocks, particularly in healthcare, energy, and financials. The speaker provides an outlook on North American equities, emphasizing market volatility and opportunities for active managers. The discussion also covers uncovering value in specific sectors and companies, such as Gibraltar Industries, and the overall investment strategy, including the impact of equity demand and market trends.

In what ways do you think volatility in the market creates opportunities for active managers?

How do macro events influence your investment decisions?