‘Macro Investing’ masterclass with Chris Watling, Patrick Armstrong and Edmund Shing
Episode 1620, Sep 20, 2023, 10:51 AM
(Watch the video on YouTube)
In this ‘Macro Investing’ masterclass, Chris Watling (CEO Longview Economics), Patrick Armstrong (CIO Plurimi Wealth) and Edmund Shing (CIO BNP Paribas Wealth Management) take Vox Markets through:
00:00 Where investors are in the economic cycle?
02:24 Outlook for equities.
06:00 Opportunities in fixed income.
07:25 Do global stock valuations make sense?
10:15 How to play technology?
14:45 China, commodities, oil & miners
23:25 How might high oil prices feed through into central bank decisions?
26:35 Banks & bonds.
31:15 Health of the consumer.
35:45 Attractive investment themes to consider.
43:15 Key risks to watch out for.
In this ‘Macro Investing’ masterclass, Chris Watling (CEO Longview Economics), Patrick Armstrong (CIO Plurimi Wealth) and Edmund Shing (CIO BNP Paribas Wealth Management) take Vox Markets through:
00:00 Where investors are in the economic cycle?
02:24 Outlook for equities.
06:00 Opportunities in fixed income.
07:25 Do global stock valuations make sense?
10:15 How to play technology?
14:45 China, commodities, oil & miners
23:25 How might high oil prices feed through into central bank decisions?
26:35 Banks & bonds.
31:15 Health of the consumer.
35:45 Attractive investment themes to consider.
43:15 Key risks to watch out for.