Murdo is a Client Investment Manager. He joined Walter Scott in 2006 and spent 12 years in the Research team focused on Japanese and US equities. He joined the Client Service team in January 2019. Prior to joining Walter Scott Murdo lived and worked in Japan for six years. He holds a BA (Hons) in Japanese and Marketing from the University of Stirling and level 1 Japanese language proficiency test.
Health care and technology provide opportunities amid uncertainty, PM says.
The market will reward resilient growth names, PM says.
The global economic outlook is less positive.
The pandemic, geopolitics and valuations pose risks, PM says.
Some firms are better prepared to weather the volatility.
At this point in the recovery, PM prefers tech and health care.
Market-leading companies could distance themselves from smaller competitors.
Investors should be vigilant about valuations.
Vaccines, therapeutics provide growth opportunities.