Name: How to benefit from US growth?
Uploaded: 2022-07-14T09:59:18.971457+00:00
Duration: 2795 s
Channel: Vox Markets
Description: How to benefit from US growth?

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/439/004439/video_pQ2DOWN.mp4#t=845

Vox Markets

How to benefit from US growth?

What’s the secret behind the Global Macro Fund’s success?

Long AP Møller-Mærsk

Fixed income & inflation outlook

Short Japanese bonds

Managing risk when using derivatives

What leading indicators to monitor.

Long AstraZeneca, Roche & Novo Nordisk

Use of AI & big data analytics.

Long – US short duration corporate bonds.

Possible deterioration in credit quality?

Outlook for equities.

Short – Uber

Key takeaways from forthcoming Q2 earnings season

Long – Energy stocks, Shell & EOG Resources

Long – Paypal & Visa

Long – Citigroup

Long - Alphabet & ASML

Long – Mosaic & Archer Daniels

Any ‘Black Swans’ to watch?

Bitcoin (BTC)

After delivering best in class portfolio returns last year, top notch investor Patrick Armstrong (CIO at Plurimi Wealth) takes Vox Markets through:


What’s the secret behind the Global Macro Fund’s success? 00:00
 Long AP Møller-Mærsk. 02:15
 Fixed income & inflation outlook. 02:45
 Short Japanese bonds. 07:05
 Managing risk when using derivatives. 09:35
 What leading indicators to monitor. 11:25
 How to benefit from US growth? 14:10
 Long AstraZeneca, Roche & Novo Nordisk.
15:30
 Use of AI & big data analytics. 18:05
 Long – US short duration corporate bonds. 20:05
 Possible deterioration in credit quality? 21:15
 Outlook for equities. 22:40
 Short – Uber. 24:40
 Key takeaways from forthcoming Q2 earnings season. 26:15
 Long – Energy stocks, Shell & EOG Resources. 28:30
 Long – Paypal & Visa. 32:50
 Long – Citigroup. 36:05
 Long - Alphabet & ASML. 37:45
 Long – Mosaic & Archer Daniels. 40:50
 Any ‘Black Swans’ to watch? 42:45
 Bitcoin. 44:40

After delivering best in class portfolio returns last year, top notch investor Patrick Armstrong (CIO at Plurimi Wealth) takes Vox Markets through:What’s the secret behind the Global Macro Fund’s success? 00:00 Long AP Møller-Mærsk. 02:15 Fixed income &amp; inflation outlook. 02:45 Short Japanese bonds. 07:05 Managing risk when using derivatives. 09:35 What leading indicators to monitor. 11:25 How to benefit from US growth? 14:10 Long AstraZeneca, Roche &amp; Novo Nordisk. 15:30 Use of AI &amp; big data analytics. 18:05 Long – US short duration corporate bonds. 20:05 Possible deterioration in credit quality? 21:15 Outlook for equities. 22:40 Short – Uber. 24:40 Key takeaways from forthcoming Q2 earnings season. 26:15 Long – Energy stocks, Shell &amp; EOG Resources. 28:30 Long – Paypal &amp; Visa. 32:50 Long – Citigroup. 36:05 Long - Alphabet &amp; ASML. 37:45 Long – Mosaic &amp; Archer Daniels. 40:50 Any ‘Black Swans’ to watch? 42:45 Bitcoin. 44:40

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/439/004439/video_pQ2DOWN.mp4

Q&A with Patrick Armstrong, CIO at Plurimi Wealth