Investor Masterclass: How to Prosper in the Perfect Storm
Times have changed. Gone are the days of easy money and index tracking. Instead stock and debt pickers need to be more astute than ever to deliver superior returns amid a much tougher outlook.
In this latest Investor Masterclass, Paul Hill is joined by Judith Mackenzie (Downing), James Athey (Abrdn) and Colin McLean (SVM) to find out which asset classes & stocks are best positioned to cope with the current market turmoil.
View on the economy. Start
What's priced into equities? 03:47
Inflation. 04:37
Will smallcaps recover faster than the FTSE? 07:34
Are supply chains easing? 10:41
State of the IPO market. 12:09
Availability of corporate credit. 13:23
What's a sensible valuation multiple for equities? 16:44
How much downside is there still to come? 18:51
What should do better - active or passive investing? 20:13
Other interesting ideas in fixed income? 20:53
Where is Sterling heading? 26:02
Miners & integrated oil stocks. 27:21
Equals. (EQLS) 28:34
Benefits of holding cash. 31:12
Chip stocks Aixtron & Intel. (AIXA.DE) (INTC)35:05
Ashtead Technology. (AT.) 36:44
What else to consider in fixed income? 38:20
Glencore. (GLEN) 42:33
TheWorks. (WRKS) 45:31
Tracsis. (TRCS) 47:29
What catalysts could reverse the 'Bear' market? 48:59
JD Sports Fashion. (JD. ) 53:02
FireAngel. (FA.) 53:46
Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.