GCIMacro Investing Masterclass, with Chris Watling & Patrick Armstrong
In this special Xmas edition of Macro Investing Masterclass, Chris Watling (CEO Longview Economics) & Patrick Armstrong (CIO Plurimi Wealth) run through their 2024 predictions wr:
00:00 Global economy, inflation & interest rates
09:55 China
13:00 Stock markets, profit margins & corporate earnings
20:25 Are cheap UK & European equities value plays & value traps
25:15 Fixed income & bonds
28:00 Money Supply
31:40 Key risks, favourite investment ideas & which sectors to avoid
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.