Macro Investing Masterclass with Patrick Armstrong, Edmund Shing & Harry Colvin
Episode 1765, Jan 10, 11:48 AM
(Watch the video interview here)
In this Macro Investing Masterclass, Harry Colvin (Longview Economics), Patrick Armstrong (Plurimi Wealth) & Edmund Shing (BNP Paribas Wealth Mgt) run through their thoughts for the year ahead. Including:
00:00 The global economy, inflation, interest rates & capital markets
09:15 Are UK & European equities a buy?
11:20 Preferred asset allocations.
15:00 Will 2024 US corporate EPS estimates be achieved?
18:55 Outlook for the forthcoming earnings season (Citigroup).
24:40 Should investors be overweight oil, gas & energy stocks (Shell, nuclear)?
32:25 Is the defense sector still a buy (BAe Systems)?
33:35 How to play the bond markets?
37:05 What about Bitcoin & Gold?
39:20 Favourite investment ideas (Novo Nordisk, Paypal, Yen, Japan, Canadian Natural Resources, Smallcaps).
In this Macro Investing Masterclass, Harry Colvin (Longview Economics), Patrick Armstrong (Plurimi Wealth) & Edmund Shing (BNP Paribas Wealth Mgt) run through their thoughts for the year ahead. Including:
00:00 The global economy, inflation, interest rates & capital markets
09:15 Are UK & European equities a buy?
11:20 Preferred asset allocations.
15:00 Will 2024 US corporate EPS estimates be achieved?
18:55 Outlook for the forthcoming earnings season (Citigroup).
24:40 Should investors be overweight oil, gas & energy stocks (Shell, nuclear)?
32:25 Is the defense sector still a buy (BAe Systems)?
33:35 How to play the bond markets?
37:05 What about Bitcoin & Gold?
39:20 Favourite investment ideas (Novo Nordisk, Paypal, Yen, Japan, Canadian Natural Resources, Smallcaps).