Times have changed. Gone are the days of easy money and index tracking. Instead stock and debt pickers need to be more astute than ever to deliver superior returns amid a much tougher outlook.
In this latest Investor Masterclass, Paul Hill is joined by Judith Mackenzie (Downing), James Athey (Abrdn) and Colin McLean (SVM) to find out which asset classes & stocks are best positioned to cope with the current market turmoil.
Timestamps
00:00 View on the economy
03:47 What’s priced into equities?
04:47 Inflation
07:34 Will smallcaps recover faster than the FTSE?
10:41 Are supply chains easing?
12:09 State of the IPO market
13:23 Availability of corporate credit
16:44 What’s a sensible valuation multiple for equities?
18:51 How much downside is there still to come?
20:13 What should do better – active or passive investing?
20:53 Other interesting ideas in fixed income?
26:02 Where is Sterling heading?
27:21 Miners & integrated oil stocks
28:34 Equals.
31:12 Benefits of holding cash.
35:05 Chip stocks Aixtron & Intel
36:44 Ashtead Technology
38:20 What else to consider in fixed income?
42:33 Glencore
45:31 TheWorks.
47:29 Tracsis
48:59 What catalysts could reverse the bear market?
53:02 JD Sports Fashion
53:46 FireAngel
