Top picks from Jamie Murray, portfolio manager and head of research, Murray Wealth Group.
FOCUS: North American equitiesThe market is broadening out as inflation and interest rates decline and shares in the technology sector consolidate after a strong run. We expect optimism to remain elevated as earnings growth accelerates through 2025, aided by recovering consumer confidence and manufacturing. Valuations are certainly elevated in anticipation of a more business-friendly environment, and we are actively seeking companies trading below historical multiples for new investments.
AI investment is accelerating and it’s important to ensure companies are not disrupted by these technological changes. We expect industries such as automobiles, social media, computing, and professional services to see broad impacts from emerging technology. Across the pond, select European companies are offering good relative value. European savings rates remain above historical levels and decreasing geopolitical tension may improve confidence levels.
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