Name: Is the defense sector still a buy (BAe Systems)?
Uploaded: 2024-01-10T11:20:46.339013+00:00
Duration: 2888 s
Channel: Vox Markets
Description: Is the defense sector still a buy (BAe Systems)?

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/843/006843/video_CMzhi8M.mp4#t=1945

Vox Markets

Is the defense sector still a buy (BAe Systems)?

The global economy, inflation, interest rates & capital markets

Are UK & European equities a buy?

Preferred asset allocations.

Will 2024 US corporate EPS estimates be achieved?

Outlook for the forthcoming earnings season (Citigroup).

Should investors be overweight oil, gas & energy stocks (Shell, nuclear)?

How to play the bond markets?

What about Bitcoin & Gold?

Favourite investment ideas (Novo Nordisk, Paypal, Yen, Japan, Canadian Natural Resources, Smallcaps).

In this Macro Investing Masterclass, Harry Colvin (Longview Economics), Patrick Armstrong (Plurimi Wealth) & Edmund Shing (BNP Paribas Wealth Mgt) run through their thoughts for the year ahead. Including:

00:00 The global economy, inflation, interest rates & capital markets
09:15 Are UK & European equities a buy?
11:20 Preferred asset allocations.
15:00 Will 2024 US corporate EPS estimates be achieved?
18:55 Outlook for the forthcoming earnings season (Citigroup).
24:40 Should investors be overweight oil, gas & energy stocks (Shell, nuclear)?
32:25 Is the defense sector still a buy (BAe Systems)?
33:35 How to play the bond markets?
37:05 What about Bitcoin & Gold?
39:20 Favourite investment ideas (Novo Nordisk, Paypal, Yen, Japan, Canadian Natural Resources, Smallcaps).

In this Macro Investing Masterclass, Harry Colvin (Longview Economics), Patrick Armstrong (Plurimi Wealth) &amp; Edmund Shing (BNP Paribas Wealth Mgt) run through their thoughts for the year ahead. Including:00:00 The global economy, inflation, interest rates &amp; capital markets 09:15 Are UK &amp; European equities a buy? 11:20 Preferred asset allocations. 15:00 Will 2024 US corporate EPS estimates be achieved? 18:55 Outlook for the forthcoming earnings season (Citigroup). 24:40 Should investors be overweight oil, gas &amp; energy stocks (Shell, nuclear)? 32:25 Is the defense sector still a buy (BAe Systems)? 33:35 How to play the bond markets? 37:05 What about Bitcoin &amp; Gold? 39:20 Favourite investment ideas (Novo Nordisk, Paypal, Yen, Japan, Canadian Natural Resources, Smallcaps).

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/843/006843/video_CMzhi8M.mp4