In this interview, Patrick Armstrong (CIO at Plurimi Wealth) takes me through his thoughts on the capital markets, alongside highlighting some excellent investment ideas for the year ahead. Including:
Outlook for equities. Start
Are the bond markets correct to price in a 2023 Fed pivot. 02:30
Will there be a hard credit cycle? 04:55
Credit Suisse. 07:00
Impact of Quantitative Tightening? 08:10
Energy – Shell & Cameco. 11:00
Agriculture - Corteva Agriscience, Archer Daniels Midland, Mosaic & Deere. 16:55
Healthcare – Novo Nordisk, AstraZeneca, McKesson & Pfizer. 19:30
Semi-conductors – ASML & Advanced Micro Devices. 22:45
Luxury – Hermes & LVMH. 25:50
Consumer – Paypal & eBay. 27:50
Arbitrage opportunity - Activision Blizzard. 31:35
Short positions - BT Group, Boeing, Roblox, Kinder Morgan & Paramount. 33:55
Possible future Black Swans. 40:50
Currency outlook. 41:50
How to invest in Plurimi’s funds 43:15
*VIDEO* Vox Markets Fund Manager Series: Patrick Armstrong, CIO at Plurimi Wealth
Dec 9, 2022Disclaimer & 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.