For the last decade investors have been focused on highflying growth stocks, but this investing environment may be the exception rather than the rule. Chief European Equity Strategist Graham Secker and Global Head of Quantitative Investment Strategies Research Stephan Kessler discuss.
Aug 2023
IBKR's Sosnick: Inflation is here until something breaks
Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ... Show More
1 h
Jul 2021
Q2 earnings season: How big, and is it a turning point?
<p class="MsoNormal">In this episode, Financial Orbit’s Chris Bailey speaks about the big sectors to watch, with markets pricing in some good numbers. The context is rising inflation, lower bond yields, Covid-19 and the record high equity markets. Does the second quarter have the ... Show More
18m 52s
Sep 2022
Bear Market Bounce or Stock Market Bottom?
Has the stock market hit bottom yet? Or are we seeing another false bottom? In the latest episode of Exchanges at Goldman Sachs, Peter Oppenheimer, Chief Global Equity Strategist and head of Macro Research in Europe, explains why the bear market in stocks isn’t over. Oppenheimer’ ... Show More
25m 52s
Sep 2023
Cameron Dawson, Chief Investment Officer, NewEdge Wealth
<p>An undergrad econ major, Cameron Dawson got hooked on markets early, taking a class on securities and portfolio analysis in Business School which set her down the path of market study. She broke into the business as an industrials analyst on the buy-side, time that gave her an ... Show More
53m 4s
<p><!-- wp:paragraph --></p> <p><a href="https://twitter.com/djparekh">Deven Parekh</a> is a Managing Director at <a href= "https://www.insightpartners.com/">Insight Partners</a>, one of the leading investing franchises of the last 25 years. Deven has made more than 90 investment ... Show More
