Co-Portfolio Manager Harvey Migotti joins CIO Steve Johnson as they delve into the world of American investing in the latest episode of Stocks Neat. Harvey shares his insights on the critical lessons learnt from investing in the US market over his career, including the high liquidity and capital allocation priorities and how competitive the investor landscape is over there.
They explore why the US economy has outperformed other markets over time, with $100 invested in the S&P 500 in 1990 worth about $2,300 today versus only $510 for the same amount invested in an index of the largest rich-world stocks excluding American equities over the same period.
Whilst sipping on a glass of Starwood Nova single malt whisky, they wrap up the podcast discussing all the factors contributing to making America one of the most dynamic, productive and attractive markets to investors.
Show Notes:
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