In this terrific ‘Macro Investing’ discussion, Chris Watling (CEO Longview Economics) and Edmund Shing (CIO BNP Paribas Wealth Management) take me through:
The outlook for CPI, interest rates, equities & Q2 corporate earnings. 00:00
When will wage inflation roll over? 04:01
Which sectors will be the next winners & losers? 12:13
· Technology - Nvidia. 12:33
· Healthcare - GSK. 16:13
· Oil stocks & miners – . 19:22
· How deep will the recession be, & when will it start? 25:16
. Consumer staples & cruise liners. 31:50
· Banks – UBS, Barclays & Lloyds. 33:52
· Industrials 40:21
· Insurers – AXA and Legal & General. 42:09
Where is Sterling heading & what indicators should investors watch? 44:18
#NVDA #GSK #ANTO #UBS #BARC #LLOY #CS.PA #LGEN.
Q&A with Chris Watling - Longview Economics & Edmund Shing - BNP Paribas Wealth Management
Jul 13, 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.