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Quarterly update: Outlook for global equities (Q2 2021)
Manage episode 300678662 series 2973891
Jacob Mitchell and Alison Savas discuss the performance of global equities in Q2 2021 and the opportunities and risks ahead.
0.40: Examining growth outperformance in Q2 and the rotation in market leadership
5.45: How the market rotation can gather momentum in the remainder of 2021 and beyond
9.55: Is the premium being paid for US equities sustainable?
13:45: The key risks for equity investors today
19:50: Portfolio positioning (stocks discussed: ING, Airbus, Microsoft, Facebook, Tencent, Oracle).
24:50: Investing in China and the Asia region against a backdrop of regulatory and geopolitical concerns
47 jaksoa
Manage episode 300678662 series 2973891
Jacob Mitchell and Alison Savas discuss the performance of global equities in Q2 2021 and the opportunities and risks ahead.
0.40: Examining growth outperformance in Q2 and the rotation in market leadership
5.45: How the market rotation can gather momentum in the remainder of 2021 and beyond
9.55: Is the premium being paid for US equities sustainable?
13:45: The key risks for equity investors today
19:50: Portfolio positioning (stocks discussed: ING, Airbus, Microsoft, Facebook, Tencent, Oracle).
24:50: Investing in China and the Asia region against a backdrop of regulatory and geopolitical concerns
47 jaksoa
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