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Episode 54 - “Does GARP Offer A Star To Steer By In Navigating 2H 2021?”
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İçerik Laidlaw Wealth Management tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Laidlaw Wealth Management veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the July Jobs Report and the possible impact on Fed monetary policy, the fall-out from Beijing’s crackdown on a widening range of sectors and whether it undermines the case for emerging market investing, and the efficacy of Growth-At-A-Price (“GARP”) as a tool for sector selection in the 2H 2021 market environment.
The topics discussed in this episode are: Will the strong July Jobs Report triggering The Fed to move up the timing of monetary policy tightening?, Has Beijing’s regulatory crack-down damaged the case for emerging market investing and, if not, when might China again become investable? and With the 2H 2021 outlook for greater volatility, should investors use “Growth-At-A-Reasonable-Price” (GARP) to chart a safer course?
Please tune in for more timely insights. For the script, click here.
Hashtags & Stock Symbols: #China #Economy #EmergingMarkets #Fed #GARP #InterestRates #RiskIndicators #StockMarket #SP500 $EMXC $XLB $XLC $XLE $XLK $XLV
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