Jason Kotik, Investment Manager, US Equities, at Aberdeen Asset Management Inc, tells us his take on the link between domestic consumption and the economic recovery in the US, and which sectors are attractively-valued.
Question 1. What is the outlook for the US economy and market for the rest of this year?
Question 2. If domestic consumption remains weak in the US, will we still see a sustainable recovery?
Question 3. Valuations wise, which sectors look attractive? Why?
| Broadcast Date: |
15th September 2009 |
| Video Duration: |
03:29 |
| Programme: |
Ask The Experts |
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