Mikes Sampson on Muck Rack

Mikes Sampson

As seen in: VettaFi Advisor Perspectives
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Articles

Rotation, Momentum and Geopolitical Risk

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By Max Gokhman, Tom Nelson, Mikes Sampson
| VettaFi Advisor Perspectives Verified
Our positive view of equities continues to be informed by resilient global growth and strong corporate fundamentals. However, geopolitical tensions caused by conflict in the Middle East have increased economic uncertainty. Forecasting geopolitics is difficult and always requires a degree of humility, particularly in scenarios as fluid and fast-moving as the current Middle East conflict.
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