))
What just happened? – A look back at the year so far.
Manage episode 375742572 series 3378370
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.
In this latest podcast, we ask “what just happened” in the first half of 2023 and what did we learn as investors? Whilst there were quite benign returns in sterling terms, underneath the surface there was plenty of drama with a reversal of what happened in 2022 – tech roared back strongly from its lows and the 2022 winners like oil and gas resumed their longer-standing underperformance of recent years. After something of a frenzy in May and June, and associated predictions of the end of the world as we know it, is some of the hype surrounding AI now abating – and what does that mean for markets?
21 эпизодов
Поделиться
