Global stock markets may be coming under pressure from geopolitical tensions and sticky inflation — but one portfolio manager sees potential in several stocks.
Hinchliffe oversees more than $1 billion of PineBridge's assets via its Global Focus Equity Fund .
What we are trying to do is beat the benchmark by constructing our portfolio to be similar to the market from a risk perspective," Hinchliffe said.
"We're not taking a view that small caps are better or worse this year than last year; we're not taking the view that growth stocks are better than value stocks.
The portfolio manager noted that they "clearly led the market last year based on fantastic earnings growth by and large."
Persons:
Rob Hinchliffe, Hinchliffe, —, Morningstar, We're, we're, France's Legrand
Organizations:
PineBridge Investments, CNBC Pro, Global Focus Equity Fund, Equity Fund, Stock, Microsoft, Nvidia, Walmart
Locations:
U.S, Swiss