WHY ARE WE DOWNGRADING EQUITIES TO NEUTRAL?
02/17/22 • 5 min
What risk factors have driven our decision to downgrade equities to neutral?
Why are we still positive on equities over the longer term?
What drivers would prompt an upgrade?
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What risk factors have driven our decision to downgrade equities to neutral?
Why are we still positive on equities over the longer term?
What drivers would prompt an upgrade?
Hosted by Ausha. See ausha.co/privacy-policy for more information.
Previous Episode
WHY WE BELIEVE IN AN INDUSTRIAL METALS SUPERCYCLE
In this podcast, Edmund and Xavier discuss base and industrial metals.
- Can the boom in base metals prices (aluminium, nickel, tin and copper) continue?
- To what extent will the energy transition fuel the rising demand for industrial metals? Preferences for the long term?
- If and when will mining companies worldwide respond to the increasing demand for these metals by investing in new mines and production facilities?
- Should every kind of investor have an exposure to commodities? Some investment ideas?
Hosted by Ausha. See ausha.co/privacy-policy for more information.
Next Episode
POURQUOI NOUS DEVENONS NEUTRES SUR LES ACTIONS
Quels facteurs de risque ont motivé notre décision de rétrograder les actions à neutre ?
Pourquoi sommes-nous toujours positifs sur les actions à plus long terme ?
Quels facteurs nous permettraient de rehausser notre avis?
Hosted by Ausha. See ausha.co/privacy-policy for more information.
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