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Recession fears are high but what does it mean for equity markets?

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Manage episode 331596870 series 2882825
Innhold levert av Mercer. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Mercer eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Opinions expressed are those of the speakers as of the date of publication, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

Join Rupert Watson, Head of Asset Allocation Europe and Rachel Volynsky, CIO Canada as they discuss the outlook for equities after significant falls this year.
The FED has faced criticism for being too slow to tighten financial conditions, and to not notice or appreciate what was happening to inflation. With a recession seeming inevitable for many, Rupert and Rachel discuss whether they think we are heading for a recession, but importantly whether it will be a deep or mild recession. With Equity markets having corrected this year and signalling a return towards fundamental valuations, we ask is there more to go and will the FED intervene? Where can investors look for opportunities across developed markets, China and more broadly emerging markets.
This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.
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ead our full important notices - click here

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75 episoder

Artwork
iconDel
 
Manage episode 331596870 series 2882825
Innhold levert av Mercer. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Mercer eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Opinions expressed are those of the speakers as of the date of publication, are subject to change without notice and do not necessarily reflect Mercer’s opinions.

Join Rupert Watson, Head of Asset Allocation Europe and Rachel Volynsky, CIO Canada as they discuss the outlook for equities after significant falls this year.
The FED has faced criticism for being too slow to tighten financial conditions, and to not notice or appreciate what was happening to inflation. With a recession seeming inevitable for many, Rupert and Rachel discuss whether they think we are heading for a recession, but importantly whether it will be a deep or mild recession. With Equity markets having corrected this year and signalling a return towards fundamental valuations, we ask is there more to go and will the FED intervene? Where can investors look for opportunities across developed markets, China and more broadly emerging markets.
This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific circumstances, you should contact a professional adviser.
R
ead our full important notices - click here

  continue reading

75 episoder

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