Chris Mack, a portfolio manager at Harding Loevner, discusses his firm’s investment process and how his fund's hunt for “under-the-radar growth” stocks led him to some regional banks. He also discusses the defensive aspects of tech stocks in the age of Covid, and developments in the semiconductor industry, among other topics.

Mentioned in this podcast:

No Market Breadth, No Problem as Faangs Lift S&P 500 Higher​​​​​​​

Chris Mack, a portfolio manager at Harding Loevner, discusses his firm’s investment process and how his fund's hunt for “under-the-radar growth” stocks led him to some regional banks. He also discusses the defensive aspects of tech stocks in the age of Covid, and developments in the semiconductor industry, among other topics.Mentioned in this podcast:<a href="https://www.bloomberg.com/news/articles/2021-07-14/no-market-breadth-no-problem-as-faangs-lift-the-s-p-500-higher">No Market Breadth, No Problem as Faangs Lift S&amp;P 500 Higher​​​​​​​</a>

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets.

What Goes Up

Under-the-Radar Growth

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cfa0a309-581e-4621-8dd2-ae3c0028f584/transcript

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