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Passed Peak Fear for Investors?
Manage episode 355523506 series 3083658
Контент предоставлен AllianzGI Investment Trusts. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией AllianzGI Investment Trusts или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Are we in an environment where investors can now see the proverbial light at the end of the tunnel? Some inflation pressures are abating and although rates are still going up, the fear that rates are going to go up faster, and to higher levels than expected, is probably over. This is already starting to be reflected in the stock market. However, the UK market still trades well below historical averages with many strong companies trading at unusually attractive valuations. Against this backdrop, Simon Gergel talks to Jon Cronin about whether he’s feeling optimistic or pessimistic about the coming year and beyond as an investor.
Recorded and Produced by Lansons.
29 эпизодов
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