Podcast

Notes of Optimism from US and European Companies

February 13 2024
14 min listen

Summary

Nobody knows when it will happen, but equity investors are eagerly awaiting interest rate cuts, which could help buoy markets. In this podcast, Dev Chakrabarti, CIO of AB Concentrated Global Growth, and John Keith, Senior Research Analyst, say they’re seeing subtle notes of optimism from companies in Europe and the US that could set up a broader group of stocks to benefit when macroeconomic conditions improve further.

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