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After delivering best in class portfolio returns last year, top notch investor Patrick Armstrong (CIO at Plurimi Wealth) takes Vox Markets through:
00:00 What’s the secret behind the Global Macro Fund’s success?
02:10 Long AP Møller-Mærsk
02:40 Fixed income & inflation outlook
07:00 Short Japanese bonds
09:30 Managing risk when using derivatives
11:20 What leading indicators to monitor.
14:05 How to benefit from US growth?
15:25 Long AstraZeneca, Roche & Novo Nordisk
18:00 Use of AI & big data analytics.
20:00 Long – US short duration corporate bonds.
21:10 Possible deterioration in credit quality?
22:35 Outlook for equities.
24:35 Short – Uber
26:10 Key takeaways from forthcoming Q2 earnings season
28:25 Long – Energy stocks, Shell & EOG Resources
32:45 Long – Paypal & Visa
36:00 Long – Citigroup
37:40 Long – Alphabet & ASML
40:45 Long – Mosaic & Archer Daniels
42:40 Any ‘Black Swans’ to watch?
44:35 Bitcoin (BTC)
The post Q&A with Patrick Armstrong, CIO at Plurimi Wealth appeared first on HumanitasConnects.
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