Find out in this video, where investors Chris Watling (CEO Longview Economics) & Edmund Shing (CIO BNP Paribas Wealth Management) believe interest rates, inflation & equities are heading. Alongside highlighting which sectors & stocks look attractive.
00:00 Has the Federal Reserve over tightened?
03:10 Why have equities been so resilient?
08:20 Will the ECB & Bank of England hike rates too?
12:30 Is the banking crisis over?
18:30 Preferred plays - Natwest, Barclays & Lloyds
22:20 Is the US Megacap tech rally sustainable? Nvidia & Microsoft
24:00 Investing in generative AI. Alphabet, Meta & Netflix
28:45 How much consumer ‘steam’ is left in the economy?
31:45 Industrial metals - Rio Tinto, Glencore &BHP
33:40 Lithium – Albemarle & SQM
35:25 Oil & gas - BP & Shell
40:25 Healthcare – Eli Lilly, GSK, Haleon & AstraZeneca
43:40 UK housebuilders
46:00 US ‘debt ceiling’ cliff edge
50:00 Where will equities close 2023?
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