Name: Macro Investing’ masterclass with Chris Watling, Patrick Armstrong and Edmund Shing
Uploaded: 2023-10-25T11:54:40.207801+00:00
Duration: 2998 s
Channel: Vox Markets

Vox Markets

In this fabulous discussion, Chris Watling (CEO Longview Economics), Patrick Armstrong (CIO Plurimi Wealth) and Edmund Shing (CIO BNP Paribas Wealth Management) take Vox Markets  through:

00:00 Has the yield on 10 US Treasury peaked?
05:35 Economic outlook.
08:20 How will equities perform?
10:05 Favourite sector.
14:45 What is a fair PE multiple for stocks?
16:30 UK homebuilders
19:20 Banks
29:00 Megacap tech
34:40 Commodities & industrial metals
40:25 Best investment ideas
45:10 Which areas could blow up next?

In this fabulous discussion, Chris Watling (CEO Longview Economics), Patrick Armstrong (CIO Plurimi Wealth) and Edmund Shing (CIO BNP Paribas Wealth Management) take Vox Markets through:00:00 Has the yield on 10 US Treasury peaked? 05:35 Economic outlook. 08:20 How will equities perform? 10:05 Favourite sector. 14:45 What is a fair PE multiple for stocks? 16:30 UK homebuilders 19:20 Banks 29:00 Megacap tech 34:40 Commodities &amp; industrial metals 40:25 Best investment ideas 45:10 Which areas could blow up next?

Has the yield on 10 US Treasury peaked?

Economic outlook

How will equities perform?

Favourite sector.

What is a fair PE multiple for stocks?

UK homebuilders

Banks

Megacap tech

Commodities & industrial metals

Best investment ideas

Which areas could blow up next?

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/006/522/006522/video_eHvGDNa.mp4