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Aug 2024
1h 1m

Wellington's Khurana: Broad election res...

CHUCK JAFFE
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Today
Robertson's Garretty says war has put 'recession' back into conversation
Jeanette Garretty, chief economist at Robertson Stephens Wealth Management, says that rising oil prices and higher inflation have increased the possibility of a recession. While she says the operating outlook for investors is that the war in Iran will last a few more weeks, with ... Show More
57m 41s
Yesterday
StanceCap's Davis sees headline risk stalling - not changing - market rotation
Bill Davis, portfolio manager for Stance Capital and the Hennessy Sustainable ETF, says that current events have contributed to some market rotation back towards mega-cap tech names, because the market views them as comparative safe names that are not correlated to oil prices. Th ... Show More
57m 53s
Mar 13
Aberdeen's Gilhooly on whether the first shots of war were a buying signal
Robert Gilhooly, senior emerging markets economist at Aberdeen Investments, discusses the adage that the first shots of war are a time to be buying investments, and he says investors might want to take more of a wait-and-see approach, at least until they get more clarity on how t ... Show More
59m 58s
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