In this ‘Macro Investing’ masterclass, Chris Watling (CEO Longview Economics), Patrick Armstrong (CIO Plurimi Wealth) and Edmund Shing (CIO BNP Paribas Wealth Management) take Vox Markets through:
00:00 Where investors are in the economic cycle?
02:24 Outlook for equities.
06:00 Opportunities in fixed income.
07:25 Do global stock valuations make sense?
10:15 How to play technology?
14:45 China, commodities, oil & miners
23:25 How might high oil prices feed through into central bank decisions?
26:35 Banks & bonds.
31:15 Health of the consumer.
35:45 Attractive investment themes to consider.
43:15 Key risks to watch out for.
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