
Timestamps
In light of the recent sell-off triggered by a steepening yield curve, central bank tightening & geopolitics tensions (Ukraine / Russia), what’s the outlook for equities? Start
Similarly how do you see the below sectors performing?
Financials & banks 04:05. Companies mentioned include JP Morgan, Jefferies & Evercore
GARP/value stocks & Industrials – 06:35. Lockheed Martin & Ryder 10:05
Technology & software 11:10 – Microsoft, Intel & Texas Instrument
Emerging markets, China & commodities – 14:40? EOG
Consumer – 21:30. Coca-Cola and P&G
Healthcare 25:05 – Gilead Sciences, Regeneron & Pfizer
Any areas to avoid – 28:45?

