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ITPM Flash Ep62 Russell Up Some Alpha

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Manage episode 451474874 series 2467143
Content provided by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In Edward Shek's final episode of the year he dives into the shifting market landscape and uncovers a mid-cap software opportunity. From analyzing the relative performance of major indices to examining the impact of recent earnings and policy changes, he explains why he's adding a mid-cap software stock like Freshworks to the portfolio and hedging for inflation risks. With markets broadening out and opportunities emerging in underperforming sectors, now’s the time to look beyond the high-fliers!

  continue reading

151 episodes

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ITPM Flash Ep62 Russell Up Some Alpha

ITPM Podcast

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Manage episode 451474874 series 2467143
Content provided by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM). All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Institute of Trading & Portfolio Management, Institute of Trading, and Portfolio Management (ITPM) or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

ITPM Flash provides insight into what professional traders are thinking about in the markets RIGHT NOW! In Edward Shek's final episode of the year he dives into the shifting market landscape and uncovers a mid-cap software opportunity. From analyzing the relative performance of major indices to examining the impact of recent earnings and policy changes, he explains why he's adding a mid-cap software stock like Freshworks to the portfolio and hedging for inflation risks. With markets broadening out and opportunities emerging in underperforming sectors, now’s the time to look beyond the high-fliers!

  continue reading

151 episodes

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