Artwork

Money Life with Chuck Jaffe and Chuck Jaffe에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Money Life with Chuck Jaffe and Chuck Jaffe 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.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

Vontobel's Souccar makes the case for Europe, Canada and Japan now

1:05:32
 
공유
 

Manage episode 438514193 series 30363
Money Life with Chuck Jaffe and Chuck Jaffe에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Money Life with Chuck Jaffe and Chuck Jaffe 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.

David Souccar, international equity portfolio manager at Vontobel Quality Growth, says that the interest-rate cutting cycle is going to help international equities, as foreign central banks follow the Federal Reserve's moves, which should help foster a softer landing worldwide. That said, Souccar notes that if the United States starts raising tariffs radically, it will hurt the dollar, which will make investors want to invest internationally to protect against the dollar's falling value against other currencies. Souccar notes that investors are likely to find the most opportunity in Europe — particularly in Great Britain — Canada and Japan. Plus, Todd Rosenbluth, head of research at VettaFi, picks a total-market fund that equal weights its holdings by sectors for his ETF of the Week, Matt Schulz, chief credit analyst at LendingTree, discusses their survey on how many parents give children access to credit cards and how often they regret that decision, and Kelley Wright, editor of Investment Quality Trends, brings his disciplined approach to value investing to the Market Call.

  continue reading

1951 에피소드

Artwork
icon공유
 
Manage episode 438514193 series 30363
Money Life with Chuck Jaffe and Chuck Jaffe에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Money Life with Chuck Jaffe and Chuck Jaffe 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.

David Souccar, international equity portfolio manager at Vontobel Quality Growth, says that the interest-rate cutting cycle is going to help international equities, as foreign central banks follow the Federal Reserve's moves, which should help foster a softer landing worldwide. That said, Souccar notes that if the United States starts raising tariffs radically, it will hurt the dollar, which will make investors want to invest internationally to protect against the dollar's falling value against other currencies. Souccar notes that investors are likely to find the most opportunity in Europe — particularly in Great Britain — Canada and Japan. Plus, Todd Rosenbluth, head of research at VettaFi, picks a total-market fund that equal weights its holdings by sectors for his ETF of the Week, Matt Schulz, chief credit analyst at LendingTree, discusses their survey on how many parents give children access to credit cards and how often they regret that decision, and Kelley Wright, editor of Investment Quality Trends, brings his disciplined approach to value investing to the Market Call.

  continue reading

1951 에피소드

모든 에피소드

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드