The 2 sectors Regal is betting on to ride out the tech wreck
Regal’s head of fundamental research Mark Nathan talks war, the oil shock and the beaten up stocks he has been buying that he says are safe from AI disruption.
That’s what comes to mind for Regal Funds Management’s Mark Nathan when he describes the current market environment, fitting not least because his name echoes that of its presumed author, American writer Mark Twain.