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15 investment themes for your radar in 2023

11:55
 
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Manage episode 352380385 series 2656707
Livewire Markets에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Livewire Markets 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2022 was a year of macro. Runaway inflation and the rate hikes central banks responded with dominated headlines, and everything else seemed to feed from that.

These problems remain with us still, but they've been largely priced into markets.

So how do you parse the noise from the themes that matter?

As part of our 2023 Outlook Series, we asked 15 fundies to describe the investment themes they're keeping an eye on.

Guest order in this podcast:

Note: We would like to thank the fund managers for sharing their insights ahead of 2023 in the spirit of the Outlook Series. This article is not, nor is it intended to be, a set of recommendations. Please do your own research and seek advice from a professional before making any investment decisions of your own.

This vision was filmed on the 6th of December 2022. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/15-problems-that-are-puzzling-fundies-right-now

  continue reading

313 에피소드

Artwork
icon공유
 
Manage episode 352380385 series 2656707
Livewire Markets에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Livewire Markets 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2022 was a year of macro. Runaway inflation and the rate hikes central banks responded with dominated headlines, and everything else seemed to feed from that.

These problems remain with us still, but they've been largely priced into markets.

So how do you parse the noise from the themes that matter?

As part of our 2023 Outlook Series, we asked 15 fundies to describe the investment themes they're keeping an eye on.

Guest order in this podcast:

Note: We would like to thank the fund managers for sharing their insights ahead of 2023 in the spirit of the Outlook Series. This article is not, nor is it intended to be, a set of recommendations. Please do your own research and seek advice from a professional before making any investment decisions of your own.

This vision was filmed on the 6th of December 2022. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/15-problems-that-are-puzzling-fundies-right-now

  continue reading

313 에피소드

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