Macro Investing Masterclass withChris Watling & Edmund Shing

(Watch video interview HERE)

Find out in this video, where investors Chris Watling (CEO Longview Economics) & Edmund Shing (CIO BNP Paribas Wealth Management) believe interest rates, inflation & equities are heading. Alongside highlighting which sectors & stocks look attractive.

Has the Federal Reserve over tightened? (00:00)
Why have equities been so resilient? (03:10)
Will the ECB & Bank of England hike rates too? (08:20)
Is the banking crisis over? (12:30)
Preferred plays - Natwest, Barclays & Lloyds. (18:30)
Is the US Megacap tech rally sustainable? Nvidia & Microsoft. (22:20)
Investing in generative AI. Alphabet, Meta & Netflix (24:00)
How much consumer ‘steam’ is left in the economy? (28:45)
Industrial metals - Rio Tinto, Glencore & BHP. (31:45)
Lithium – Albemarle & SQM. (33:40)
Oil & gas - BP & Shell. (35:25)
Healthcare – Eli Lilly, GSK, Haleon & AstraZeneca. (40:25)
UK housebuilders. (43:40)
US ‘debt ceiling’ cliff edge. (46:00)
Where will equities close 2023? (50:00)