Don your hard hats investors, and prepare for a possible 25%+ fall on the S&P500 in 2023.
However there are still several places to make money. Find out here where from 3 World Cup stars of the investment industry. Namely:
Martin Gilbert – Chairman of Assetco & Revolut
Chris Watling – CEO of Longview Economics, and
James Athey – Investment Director at Abrdn
Other areas discussed include:
Has the inflation dragon been slain? Start
Future interest rate policy. 02:50
How will China’s re-opening pan out? 06:29
What does this mean for equities? 11:34
Outlook for the fixed income. 14:35
Soft landing or deep recession? 17:36
Will there be a hard credit cycle? 19:26
Outlook for financials? 21:46
Is it time to make money in fixed income? 24:33
What could wrong with bonds? 27:59
UK mid & smallcaps. 35:51
UK house prices. 38:41
Gold. 41:48
What might go right. 44:25
Moments:
00:00 Has the inflation dragon been slain?
02:50 Future interest rate policy
06:29 How will China’s re-opening pan out?
11:34 What does this mean for equities?
14:34 Outlook for the fixed income
17:36 Soft landing or deep recession?
19:26 Will there be a hard credit cycle?
21:46 Outlook for financials?
24:33 Is it time to make money in fixed income?
27:59 What could wrong with bonds?
35:51 UK mid & smallcaps
38:41 UK house prices
41:48 Gold
44:25 What might go right
#HousePrices #Gold #money #shares #stocks #investing #trading #CompanyNews #FinancialNews #VoxMarkets #smallcapsinvesting #smallcaps #Stockstofollow
