AMI Asset Management Investment Perspective Episode #16 -...

Q: How long is this episode of AMI Asset Management Investment Perspective?

This episode is 32 minutes long.

Q: When was this AMI Asset Management Investment Perspective episode published?

This episode was published on February 28, 2025.

Q: Can I download this AMI Asset Management Investment Perspective episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

What this episode covers

In today's podcast, AMI's investment team provides an overview of economic trends. The team discusses the challenges in the technology sector, especially Nvidia’s slower-than-expected growth. The broader impact of high interest rates on market stability is also addressed. Finally the team touches on concerns over geopolitical tensions, layoffs, trade uncertainties and the issues with the housing market, which are all affecting current market sentiment.Names that are discussed which are owned in AMI's strategies include Microsoft, Home Depot, Google, Amazon, Apple and Salesforce.

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