Find out in this fascinating discussion, where capital market experts Chris Watling (CEO Longview Economics) & Edmund Shing (CIO BNP Paribas Wealth Management) believe interest rates, inflation & equities are heading. Alongside highlighting which sectors & stocks currently look attractive.
Equity outlook. 00:00
With the VIX at 15, is it time to consider buying cheap downside protection? 02:28
Key takeaways from Q1’23 earnings season. 03:24
Is the banking crisis over? 08:24
What about fixed income? 10:57
How sustainable is today’s AI mania? Who will be the losers? 15:21
Where is AI being used in the capital markets? 20:45
Has China’s reopening stalled? 26:30
Does the commodity super cycle still have legs? 32:35
Where is oil heading? 33:30
Health of the consumer. 38:35
Are small/mid stocks attractively priced? 40:15
Currency outlook. 41:03
What to monitor over the next month? 44:30
Macro Investing Masterclass with Chris Watling, CEO of Longview Economics & Edmund Shing, CIO of BNP Paribas Wealth Management
Jun 8, 2023Disclaimer & Declaration of Interest
The information, investment views and recommendations in this article are provided for general information purposes only. Nothing in this article should be construed as a solicitation to buy or sell any financial product relating to any companies under discussion or to engage in or refrain from doing so or engaging in any other transaction. Any opinions or comments are made to the best of the knowledge and belief of the writer but no responsibility is accepted for actions based on such opinions or comments. Vox Markets may receive payment from companies mentioned for enhanced profiling or publication presence. The writer may or may not hold investments in the companies under discussion.