Capitals Market Summit with Martin Gilbert (Chairman of Assetco & Revolut), Chris Watling (Longview Economics) & Justin Urquhart Stewart (Founder of Regionally)
2022 outlook for the global capital markets. Start
View on fixed income & UK equities? 03:05
Will the central banks make a policy mistake? 07:30
How will mining & commodity stocks fare if growth decelerates in China? 10:25
Outlook for the below sectors:
energy, nuclear and oil & gas. 12:10
Banks. 19:30
Leisure, airline & travel. 25:30
Asset/fund managers. 31:20
Healthcare. 34:10
Technology/software. 36:20
UK smallcaps. 38:50
Any major risks to watch out for? 43:50
Top investment ideas for 2022. 49:05
Martin Gilbert – Chairman of Assetco & Revolut
Chris Watling - Longview Economics
Justin Urquhart Stewart - Founder of Regionally