Investors have faced heightened market volatility in recent months amid geopolitical tensions and uncertainty in the Middle East, prompting portfolio managers to reassess positioning and look for opportunities across sectors. Energy, healthcare and semiconductor infrastructure companies are among the areas attracting attention as investors seek a balance between defence and growth.
BNN Bloomberg spoke with Shiraz Ahmed, CEO at Sartorial Wealth, about how momentum-based investing strategies are adapting to volatile markets and why he has been adding positions in Marathon Petroleum, Roche Holding and Tokyo Electron to portfolios.
