Name: Christmas ‘Macro Investing Masterclass’
Uploaded: 2021-12-09T11:50:17.658646+00:00
Duration: 3160 s
Channel: Vox Markets

Vox Markets

#TW. #PSN #BARC #NWG #BP. #RDSB #JSE #ENT #FLTR #PSN #EMG

What should investors think about for the next 12 months?
Find out here in this fascinating Xmas ‘Macro Investing Masterclass’ with 2 of the smartest minds in the City. Namely Colin McLean (CIO at SVM Asset Management) and James Athey (Bond King at abrdn).

How should investors view the Omicron variant? Start
Outlook for fixed income. 02:40
Key calls for 2022.
Flattening US yield curve. 04:40
Equity outlook. 07:15
Central bank inflation targeting. 09:00
Where will the 10 year Treasury be by Dec’22? 13:25
What does this mean for real bond yields? 15:20
Where are the opportunities in equities? 16:40
UK Banks - Barclays & Natwest. 18:20
How will the corporate credit cycle pan out? 19:00
What about Investment Grade, high yield &/or even Chinese, Russia & Turkish debt? 21:40
Oil & Gas. BP, Royal Dutch Shell & Jadestone Energy. 25:10
Short Italy/Spain/France interest rates. 29:00
What to expect in the currency markets? 31:10
UK housebuilders - Taylor Wimpey & Persimmon. 33:35
Why there’s plenty of value in the FTSE? 36:40
How to play the boom in online gaming and M&A – Entain & Flutter. 38:40
Short US equities vs long US 30 year debt. 40:30
Long US dollar. 43:30
Active asset managers - Man Group & Pershing Square. 46:25
Which risks to keep on eye on? 48:15

#TW. #PSN #BARC #NWG #BP. #RDSB #JSE #ENT #FLTR #PSN #EMGWhat should investors think about for the next 12 months? Find out here in this fascinating Xmas ‘Macro Investing Masterclass’ with 2 of the smartest minds in the City. Namely Colin McLean (CIO at SVM Asset Management) and James Athey (Bond King at abrdn).How should investors view the Omicron variant? Start Outlook for fixed income. 02:40 Key calls for 2022. Flattening US yield curve. 04:40 Equity outlook. 07:15 Central bank inflation targeting. 09:00 Where will the 10 year Treasury be by Dec’22? 13:25 What does this mean for real bond yields? 15:20 Where are the opportunities in equities? 16:40 UK Banks - Barclays &amp; Natwest. 18:20 How will the corporate credit cycle pan out? 19:00 What about Investment Grade, high yield &amp;/or even Chinese, Russia &amp; Turkish debt? 21:40 Oil &amp; Gas. BP, Royal Dutch Shell &amp; Jadestone Energy. 25:10 Short Italy/Spain/France interest rates. 29:00 What to expect in the currency markets? 31:10 UK housebuilders - Taylor Wimpey &amp; Persimmon. 33:35 Why there’s plenty of value in the FTSE? 36:40 How to play the boom in online gaming and M&amp;A – Entain &amp; Flutter. 38:40 Short US equities vs long US 30 year debt. 40:30 Long US dollar. 43:30 Active asset managers - Man Group &amp; Pershing Square. 46:25 Which risks to keep on eye on? 48:15

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