The Magnificent Seven and the opportunities you shouldn’t miss
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Show Notes
Just seven stocks have driven more than 100% of the S&P500’s return so far this year – and one of them is down 22%. Can the extraordinary returns last, and can everything else catch up?
Alphinity’s global portfolio manager Mary Manning shares her thoughts on:
- why Nividia's price to earnings ratio has actually fallen, despite its rise
- which of the globe's hugest stocks can really continue to grow
- whether China is cheap enough at current prices, and
- where to look for real growth in your portfolio
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