Macro Investing’ masterclass with Chris Watling, Patrick Armstrong and Edmund Shing
In this discussion, Chris Watling (CEO Longview Economics), Patrick Armstrong (CIO Plurimi Wealth) and Edmund Shing (CIO BNP Paribas Wealth Management) take Vox Markets through:
(00:00) Has the yield on 10 US Treasury peaked?
(05:35) Economic outlook.
(08:20) How will equities perform?
(10:05) Favourite sector.
(14:45) What is a fair PE multiple for stocks?
(16:30) UK homebuilders
(19:20) Banks
(29:00) Megacap tech
(34:40) Commodities & industrial metals
(40:25) Best investment ideas
(45:10) Which areas could blow up next?
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.