Name: Singer’s investment and economic themes to watch in 2023
Uploaded: 2023-01-19T11:43:34.290813+00:00
Duration: 1771 s
Channel: Vox Markets
Description: Singer’s investment and economic themes to watch in 2023

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/651/005651/video_MNDGAg4.mp4#t=672

Vox Markets

Singer’s investment and economic themes to watch in 2023

A strong start for markets in  2023

Is US recession risk rising?

Factors behind moderating inflation

The jobs market and the influence on interest rates and markets; China’s  slowdown and population slump

The impact of a weakening dollar; investment flows out of the US and the  outlook for tech

The end of free money, and the return of valuation-led investing

The growing attractiveness of the UK as an investment destination

Productivity gains from the reversal of zirp-led underinvestment

Japan’s central banking problem

Inflation may be ebbing away slowly, but as Singer’s economist Jamie Constable points out, the end of the free money era is definitively over, with important  consequences for investors and the economy.

0:33 A strong start for markets in  2023
1:12 Is US recession risk rising?
4:45 Factors behind moderating inflation
7:27 The jobs market and the influence on interest rates and markets; China’s 
slowdown and population slump
11:12 Singer’s investment and economic themes to watch in 2023
12:12 The impact of a weakening dollar; investment flows out of the US and the 
outlook for tech
16:36 The end of free money, and the return of valuation-led investing
18:54 The growing attractiveness of the UK as an investment destination
23:05 Productivity gains from the reversal of zirp-led underinvestment
26:17 Japan’s central banking problem

Inflation may be ebbing away slowly, but as Singer’s economist Jamie Constable points out, the end of the free money era is definitively over, with important consequences for investors and the economy.0:33 A strong start for markets in 2023 1:12 Is US recession risk rising? 4:45 Factors behind moderating inflation 7:27 The jobs market and the influence on interest rates and markets; China’s slowdown and population slump 11:12 Singer’s investment and economic themes to watch in 2023 12:12 The impact of a weakening dollar; investment flows out of the US and the outlook for tech 16:36 The end of free money, and the return of valuation-led investing 18:54 The growing attractiveness of the UK as an investment destination 23:05 Productivity gains from the reversal of zirp-led underinvestment 26:17 Japan’s central banking problem

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/005/651/005651/video_MNDGAg4.mp4