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Nội dung được cung cấp bởi Evergreen Gavekal. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Evergreen Gavekal hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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July Market Update

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Nội dung được cung cấp bởi Evergreen Gavekal. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Evergreen Gavekal hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

In this episode of Coffee with Evergreen, Evergreen GaveKal's Director of Private Wealth, Jeff Otis, and Co-Chief Investment Officer, Jeff Dicks, present a market update for July 2022.

Some topics they cover:

  • What drove market performance in Q2 this year?
  • Bonds are off to their worst start in over 40 years. What does this mean for fixed-income going forward?
  • What is our most favored segment of the bond market right now?
  • Inflation is still on everyone's mind. Has anything changed with inflation expectations?
  • What is our current general economic outlook?

As always, thank you for listening! This episode was recorded on July 18, 2022.

This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.

Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

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74 tập

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July Market Update

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Manage episode 334942132 series 2905641
Nội dung được cung cấp bởi Evergreen Gavekal. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Evergreen Gavekal hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

In this episode of Coffee with Evergreen, Evergreen GaveKal's Director of Private Wealth, Jeff Otis, and Co-Chief Investment Officer, Jeff Dicks, present a market update for July 2022.

Some topics they cover:

  • What drove market performance in Q2 this year?
  • Bonds are off to their worst start in over 40 years. What does this mean for fixed-income going forward?
  • What is our most favored segment of the bond market right now?
  • Inflation is still on everyone's mind. Has anything changed with inflation expectations?
  • What is our current general economic outlook?

As always, thank you for listening! This episode was recorded on July 18, 2022.

This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.

Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

  continue reading

74 tập

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