Portfolio Manager George Cipolloni returned to Reuters TV to discuss how the economy and markets are currently operating in two divergent realities: high-income households and large growth stocks are thriving despite rising interest rates, while price-sensitive consumers and small caps are struggling due to inflation and debt. George explains that this divergence may present opportunities in undervalued small, mid-cap and international companies with strong balance sheets, which are less affected by interest rates and have potential for significant growth.
Watch George’s full interview on Reuters TV here.
