Housebuilders, US Tech, and UK Equity Tactics with Marc Kimsey

UK Investor Magazine

Nội dung được cung cấp bởi Jonathan Roychoudhury and UK Investor Magazine. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Jonathan Roychoudhury and UK Investor Magazine 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.

12M ago 39:33

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The UK Investor Magazine was thrilled to be joined by Marc Kimsey, Head of Equities at Frederick and Oliver, for a comprehensive look at tactical positioning in global stocks.

Marc takes a tactical approach to markets and individual equities and we discuss how positioning has evolved since our last Podcast.

We discuss the main macro drivers of stocks currently before moving onto sectors and individual stocks.

Marc explains his views on UK housebuilders and why the end of this year may bring opportunities.

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