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

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Innhold levert av Money Life with Chuck Jaffe and Chuck Jaffe. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Money Life with Chuck Jaffe and Chuck Jaffe 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.

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

1640 episoder

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Manage episode 438514095 series 2562870
Innhold levert av Money Life with Chuck Jaffe and Chuck Jaffe. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Money Life with Chuck Jaffe and Chuck Jaffe 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.

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

1640 episoder

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