Completing the map of the human genome set all research, drug development, and diagnostics on a new and exciting course. Randall Dishmon discusses where he sees investment opportunity in this emerging field.
As we head into 2022, Randall Dishmon reviews some of the central themes embedded in his investment strategy, and why their prospects excite him, not just in the year to come, but over the next 3 to 5 years.
I often get asked about my team’s outlook, or our thoughts on “What’s the market going to do from here?” Well, we don’t make market predictions for a living. I’ve yet to see the person in this industry, no matter how bright they may be, who can consistently make money from correctly calling what the short-term gyrations of the market are going to look like.
E-commerce has been like a massive wave that has washed over much of the traditional retail footprint in the U.S. and Europe. Globally, e-commerce retail sales are projected to hit $6.5 trillion USD in 2024, from $4.0 trillion USD in 2020.1 In the U.S., growth in e-commerce retail sales more than doubled in 2020 due to the COVID-19 outbreak, and is projected to grow at 12% annually over the coming years.1
Randall Dishmon1, Senior Portfolio Manager for the Invesco Global Focus strategy, discusses his investment philosophy and approach.
Everyone that has met me over the past 20 years I’ve been in the financial industry knows what I think of labels when it comes to investing. In my opinion, labels are your enemy, and I strongly recommend you forget as many of them as possible. Growth, value, core, small, large, balanced…we’re in the business of making money with money. You do that by buying great companies trading at prices less than they are worth. That’s it. Call it anything you want as long as you get the job done.
As an introduction to me, my team, and our global focus strategy, I wanted to share a few things that I’ve learned about investing over the years and what I’m trying to accomplish for my clients.