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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.
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ITPM Flash Ep73 Emerging Opportunities

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Manage episode 475192541 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 this episode, Jason McDonald breaks down the changing global investment landscape. He explains why US equities are becoming less attractive compared to European and emerging market equities, against a backdrop of rising inflation expectations, surging commodity prices, and worsening US budget deficits. Jason discusses the narrowing valuation gap between US and European equities, the resurgence of commodities, and why selective exposure to emerging markets could offer compelling opportunities. With political shifts ahead and incoming global tariffs, it’s time to reassess where the best risk-reward opportunities lie.

  continue reading

146 episodes

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ITPM Flash Ep73 Emerging Opportunities

ITPM Podcast

115 subscribers

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Manage episode 475192541 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 this episode, Jason McDonald breaks down the changing global investment landscape. He explains why US equities are becoming less attractive compared to European and emerging market equities, against a backdrop of rising inflation expectations, surging commodity prices, and worsening US budget deficits. Jason discusses the narrowing valuation gap between US and European equities, the resurgence of commodities, and why selective exposure to emerging markets could offer compelling opportunities. With political shifts ahead and incoming global tariffs, it’s time to reassess where the best risk-reward opportunities lie.

  continue reading

146 episodes

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