GCIMacro Investing Masterclass with Patrick Armstrong, Edmund Shing & Harry Colvin
In this Macro Investing Masterclass, Harry Colvin (Longview Economics), Patrick Armstrong (Plurimi Wealth) & Edmund Shing (BNP Paribas Wealth Mgt) run through their thoughts for the year ahead. Including:
00:00 The global economy, inflation, interest rates & capital markets
09:15 Are UK & European equities a buy?
11:20 Preferred asset allocations.
15:00 Will 2024 US corporate EPS estimates be achieved?
18:55 Outlook for the forthcoming earnings season (Citigroup).
24:40 Should investors be overweight oil, gas & energy stocks (Shell, nuclear)?
32:25 Is the defense sector still a buy (BAe Systems)?
33:35 How to play the bond markets?
37:05 What about Bitcoin & Gold?
39:20 Favourite investment ideas (Novo Nordisk, Paypal, Yen, Japan, Canadian Natural Resources, Smallcaps).
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.