In Conversation With…Nick Clay, Portfolio Manager at Redwheel

Join Kimberley Dondo as she interviews guest Nick Clay from Redwheel on a winning strategy for volatile times. Discover why GEI is attractive in this environment and which sectors are best for dividend payouts. Learn from Nick's insights on why luxury stocks are resilient in recessions, his central view on inflation, and whether a recession can be beneficial in the long term. Plus, explore why European stocks are outperforming the US and whether the continent will even go through a recession.