Name: Other interesting ideas in fixed income?
Uploaded: 2022-06-21T08:29:27.296454+00:00
Duration: 3366 s
Channel: Vox Markets
Description: Other interesting ideas in fixed income?

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/031/004031/video_Nbio4HZ.mp4#t=1253

Vox Markets

Other interesting ideas in fixed income?

View on the economy

What's priced into equities?

Inflation

Will smallcaps recover faster than the FTSE?

Are supply chains easing?

State of the IPO market.

Availability of corporate credit.

What's a sensible valuation multiple for equities?

How much downside is there still to come?

What should do better - active or passive investing?

Where is Sterling heading?

Miners & integrated oil stocks

Equals

Benefits of holding cash

Chip stocks Aixtron & Intel.

Ashtead Technology

What else to consider in fixed income?

Glencore.

TheWorks

Tracsis

What catalysts could reverse the 'Bear' market?

JD Sports Fashion

FireAngel

Times have changed. Gone are the days of easy money and index tracking. Instead stock and debt pickers need to be more astute than ever to deliver superior returns amid a much tougher outlook.

In this latest Investor Masterclass, Paul Hill is joined by Judith Mackenzie (Downing), James Athey (Abrdn) and Colin McLean (SVM) to find out which asset classes & stocks are best positioned to cope with the current market turmoil.  

View on the economy. Start
What's priced into equities? 03:47
Inflation. 04:37
Will smallcaps recover faster than the FTSE? 07:34
Are supply chains easing? 10:41
State of the IPO market. 12:09
Availability of corporate credit. 13:23
What's a sensible valuation multiple for equities? 16:44
How much downside is there still to come? 18:51
What should do better - active or passive investing? 20:13
Other interesting ideas in fixed income? 20:53
Where is Sterling heading? 26:02
Miners & integrated oil stocks. 27:21
Equals. (EQLS) 28:34
Benefits of holding cash. 31:12
Chip stocks Aixtron & Intel. (AIXA.DE) (INTC)35:05
Ashtead Technology. (AT.) 36:44
What else to consider in fixed income? 38:20
Glencore. (GLEN) 42:33
TheWorks. (WRKS) 45:31
Tracsis. (TRCS) 47:29
What catalysts could reverse the 'Bear' market? 48:59
JD Sports Fashion. (JD. ) 53:02
FireAngel. (FA.) 53:46

Times have changed. Gone are the days of easy money and index tracking. Instead stock and debt pickers need to be more astute than ever to deliver superior returns amid a much tougher outlook.In this latest Investor Masterclass, Paul Hill is joined by Judith Mackenzie (Downing), James Athey (Abrdn) and Colin McLean (SVM) to find out which asset classes &amp; stocks are best positioned to cope with the current market turmoil. View on the economy. Start What's priced into equities? 03:47 Inflation. 04:37 Will smallcaps recover faster than the FTSE? 07:34 Are supply chains easing? 10:41 State of the IPO market. 12:09 Availability of corporate credit. 13:23 What's a sensible valuation multiple for equities? 16:44 How much downside is there still to come? 18:51 What should do better - active or passive investing? 20:13 Other interesting ideas in fixed income? 20:53 Where is Sterling heading? 26:02 Miners &amp; integrated oil stocks. 27:21 Equals. (EQLS) 28:34 Benefits of holding cash. 31:12 Chip stocks Aixtron &amp; Intel. (AIXA.DE) (INTC)35:05 Ashtead Technology. (AT.) 36:44 What else to consider in fixed income? 38:20 Glencore. (GLEN) 42:33 TheWorks. (WRKS) 45:31 Tracsis. (TRCS) 47:29 What catalysts could reverse the 'Bear' market? 48:59 JD Sports Fashion. (JD. ) 53:02 FireAngel. (FA.) 53:46

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/031/004031/video_Nbio4HZ.mp4

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