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Episode 54 - “Does GARP Offer A Star To Steer By In Navigating 2H 2021?”
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コンテンツは Laidlaw Wealth Management によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Laidlaw Wealth Management またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作権で保護された作品をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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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