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Paradice's 3 preferred materials exposures and 1 sector to avoid - Vimarsana News

Paradice's 3 preferred materials exposures and 1 sector to avoid

In a normal cycle, high prices for commodities from high demand would lead to increased supply and finally a drop in prices – but these are far from normal times. According to Tom Richardson, Lead Portfolio Manager of Paradice Investment Management's Equity Alpha Plus Fund, factors like the energy transition,...

Here's how the #1 stock picks for 2022 are tracking - Vimarsana News

Here's how the #1 stock picks for 2022 are tracking

Well, folks, we've made it - and by that, I mean through the first quarter of 2022. It's been tough, tiresome, and damn it, sometimes terrifying, but at least the country's finest stockpickers (and their 18 stock picks) can help sail us through the stormy markets that conceivably lie ahead....