Name: Sectors to play retreating inflation, and why consumer shares could be a good contrarian bet.
Uploaded: 2023-10-24T12:23:37.208730+00:00
Duration: 1653 s
Channel: Vox Markets
Description: Sectors to play retreating inflation, and why consumer shares could be a good contrarian bet.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/516/006516/video_yKcTo2F.mp4#t=1261

Vox Markets

Sectors to play retreating inflation, and why consumer shares could be a good contrarian bet.

Reflections on a difficult summer for markets, including further twists on the geopolitical stage

What could be the trigger for a rerating of downtrodden UK equities, including further low-ball acquisitions?

Should we be worried about the effect of a recession on US and UK earnings?

The dampening effect of rising interest rates on economic activity.

The new normal for inflation and interest rates, and the possible impact on markets.

Why you should have exposure to infrastructure and near-shoring driven capex.

The impact of interest rate rises is being felt throughout the economy and proving a major headwind for UK markets. But as Singer Capital Markets’ macro specialist Jamie Constable tells Vox, receding inflationary pressures suggest a catalyst for a recovery from lowly valuations could be in sight. 

0:28 Reflections on a difficult summer for markets, including further twists on the geopolitical stage.
1:34 What could be the trigger for a rerating of downtrodden UK equities, including further low-ball acquisitions?
5:06 Should we be worried about the effect of a recession on US and UK earnings?
7:07 Glimmers of hope on the inflationary front, and a likely peak in interest rates – or even cuts. 
10:48 The dampening effect of rising interest rates on economic activity.
12:34 The potential for an extraneous shock from possible broadening of conflict in the Middle East.
14:45 The new normal for inflation and interest rates, and the possible impact on markets. 
21:01 Sectors to play retreating inflation, and why consumer shares could be a good contrarian bet. 
25:18 Why you should have exposure to infrastructure and near-shoring driven capex.

The impact of interest rate rises is being felt throughout the economy and proving a major headwind for UK markets. But as Singer Capital Markets’ macro specialist Jamie Constable tells Vox, receding inflationary pressures suggest a catalyst for a recovery from lowly valuations could be in sight. 0:28 Reflections on a difficult summer for markets, including further twists on the geopolitical stage. 1:34 What could be the trigger for a rerating of downtrodden UK equities, including further low-ball acquisitions? 5:06 Should we be worried about the effect of a recession on US and UK earnings? 7:07 Glimmers of hope on the inflationary front, and a likely peak in interest rates – or even cuts. 10:48 The dampening effect of rising interest rates on economic activity. 12:34 The potential for an extraneous shock from possible broadening of conflict in the Middle East. 14:45 The new normal for inflation and interest rates, and the possible impact on markets. 21:01 Sectors to play retreating inflation, and why consumer shares could be a good contrarian bet. 25:18 Why you should have exposure to infrastructure and near-shoring driven capex.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/516/006516/video_yKcTo2F.mp4