Part 3/4:
Investing in China: A Cautious Approach
Despite the incoming administration's advice to make "wise choices" when it comes to investing in China, the asset management expert expresses a degree of skepticism. They see better opportunities in the US and other developed international markets, preferring to build a globally diversified portfolio that excludes China.
Aerospace and Defense: A Potential Opportunity
As the expert's investment pick, they highlight the aerospace and defense sector, specifically Lockheed Martin and Howmet Aerospace. These companies are poised to benefit from continued momentum in defense spending, both under the previous and current administrations. The expert believes that additional spending in this area will drive further growth for these industry players.