Global v/s local investing: Why Byron Lotter, Vestact are staying bullish on US stocks despite SA’s rally

In this interview, Byron Lotter of Vestact discusses why the firm remains focused on U.S. stocks despite a strong rally in South Africa. He highlights the U.S. market’s innovation, growth potential, and resilience, while also addressing Nvidia, Tesla, China’s economy, and the impact of political factors like the U.S. election. Lotter spoke to Nielsen Network CEO, Bronwyn Nielsen.