Why Atlantic's Roepers Sees a Rotation to Value Stocks

The video discusses market dynamics since 2016, focusing on the shift from value to growth stocks due to factors like tariff wars and Brexit. It highlights the challenges of market timing and the opportunities in undervalued midcap stocks. The impact of macro issues such as tariffs and Brexit on investment strategies is explored, along with active investment in undervalued companies. The video also examines European investment opportunities and discusses various investment styles and risks, including a brief analysis of Tesla's market position.

How does the speaker view the future of manufacturing in the United States?

What are the potential risks associated with high multiple stocks in the current market?

What are the implications of the 2020 presidential election on market dynamics according to the speaker?