Portfolio Manager George Cipolloni Discusses Stock Selection, Pricing Power and Margin Pressure on Reuters “Market Talk”
May 30, 2025
Portfolio Manager George Cipolloni returned to Reuters Market Talk to share his latest views on how investors can navigate growing market uncertainty, particularly as companies face tariff-related cost pressures. George emphasized the importance of knowing what you own, noting that stock and bond selection will play a key role as margin dynamics shift. He explained that companies with pricing power may be more likely to defend earnings and maintain stock stability, while those without may face pressure on margins and valuations.
Watch George’s full interview on Reuters here.
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