GCIMacro Investing’ with Chris Watling & Edmund Shing
If you want to know what’s likely to happen with the economy & capital markets over the next year, then ask the experts.
Indeed that is exactly what I did in this month’s Special Easter edition of ‘Macro Investing’ with Chris Watling (CEO Longview Economics) and Edmund Shing (CIO BNP Paribas Wealth Management).
00:00 Outlook for GDP, inflation & equities
05:20 Where are corporate earnings heading?
10:00 Will the Federal Reserve come to the rescue again?
14:05 What is the fair value for the S&P500?
19:30 Should investors fade or trade the banks?
23:00 Equally what about megacap tech?
25:50 What might happen, if there was ever a ceasefire in Ukraine?
30:00 View on currencies
31:55 Opportunities in gold & silver.
38:20 Sovereign & corporate debt.
41:30 French stocks
43:30 Insurers, AXA & US regional banks
52:50 Industrials
54:35 Semiconductors
57:30 Big Pharma
58:10 What to watch out for over the next month
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.