Equities: New extremes and a challenging opportunity set
Discover insights on the future of equity markets in Q1 2024 and navigate the potential recession with strategic investment choices.
Head of FX Strategy
Summary: The Saxo Strategy Team recorded a long-form podcast aimed at highlighting what is at stake for markets and the economy both as this crisis runs its course, and in its aftermath. The team highlights that this crisis will bring an enormous paradigm shift that requires investors to position for a whole new market and economic environment. Here, we pull out some of the themes from this podcast.
Yesterday we recorded a special edition of the Saxo Market Call podcast, in which we tried to get in the helicopter and take a look at the lay of the land not just here in the teeth of this crisis, but where things are likely to head as we get to the other side of it as well. We mulled everything from the danger of an inflationary and even stagflationary outcome for the economy to the outlook for equities, bonds, commodities and foreign exchange. It’s a must listen for those considering the longer term perspective here and how to position for the post Covid19 market environment.
The Saxo Market Call Special Edition podcast – March 25, 2020
Keep in mind that you can subscribe to the Saxo Market Call podcast on your favorite podcast app on your mobile device to have the latest episode automatically uploaded when available – just search for “Saxo Market Call” on your app to. Also follow the Saxo Market Call team on Twitter: @saxomarketcall.
Below are a few takeaways from the our forty-five minute conversation.
On Macro – Steen Jakobsen
On Equities – Peter Garnry
On Commodities – Ole Hansen
On Currencies – John Hardy