Vox Markets Fund Manager Series: Patrick Armstrong, CIO at Plurimi Wealth

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:

00:00 Outlook for equities.
02:30 Are the bond markets correct to price in a 2023 Fed pivot
04:55 Will there be a hard credit cycle?
07:00 Credit Suisse
08:10 Impact of Quantitative Tightening?
11:00 Energy – Shell & Cameco
16:55 Agriculture – Corteva Agriscience, Archer Daniels Midland, Mosaic & Deere
19:30 Healthcare – Novo Nordisk, AstraZeneca, McKesson & Pfizer.
22:45 Semi-conductors – ASML & Advanced Micro Devices.
25:50 Luxury – Hermes & LVMH
27:50 Consumer – Paypal & eBay
31:35 Arbitrage opportunity – Activision Blizzard
33:55 Short positions – BT Group, Boeing, Roblox, Kinder Morgan & Paramount
40:50 Possible future Black Swans.
41:50 Currency outlook
43:15 How to invest in Plurimi’s funds


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