Investors Seek Value in Housing
Charles Bobrinskoy, vice chairman of Ariel Investments, shared insights on finding value in the housing sector amidst current market conditions. He emphasized the importance of evaluating real estate investments for potential growth and stability.
Retail Earnings Expectations
Bobrinskoy also discussed upcoming retail earnings, expressing cautious optimism. He highlighted the impact of tariffs on retail, noting that investors should be prepared for fluctuations as companies adapt to changing economic conditions.