A "vanishingly small" chance of avoiding recession
On our latest podcast episode, hear global macro insights from Ian Harnett, the Co-Founder of Absolute Strategy Research.
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Absolute Strategy Research (ASR) is one of only a handful of highly regarded independent global macro research firms. ASR has a team of analysts globally who have been providing valuable insights to institutional investors and other big corporations for the last 15 years.
In this episode, the firm's Co-Founder Ian Harnett joins Alison Savas for a discussion on the current global macro environment and outlook.
One of the key topics discussed is whether or not the US (and the West) can avoid a recession.
Ian was quoted in the Australian press a few months ago saying it would be a "miracle" if the US avoided a recession.
Since, a two-speed economy has developed, where strength in services is offsetting a weakness in manufacturing. So does Ian think the West can now sidestep recession?
Take a listen below, or listen and subscribe to our podcast on Apple Podcasts, Spotify, or Google.
Key topics covered:
- Can the US & the West sidestep recession? 02:20
- The critical data points ASR is monitoring closely 05:30
- Can the Fed restore balance in the labour market? 8:50
- Non-bank financials & the liquidity crunch: 11:10
- Outlook for non-residential investment and fiscal deficits: 16:00
- Why US equities are overvalued: 20:40
- Valuations of European and Chinese equities: 21:30
- Can China keep growing? 22:30
- The big risk investors are overlooking: 28:10
More global investing insights from Antipodes
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Antipodes' pragmatic value approach to investing in global equities aims to provide clients a smoother long-term wealth creation journey. We manage global long-only and long-short unit trusts, along with the Antipodes Global Shares (Quoted Managed Fund) active-ETF (ASX: AGX1). Through these vehicles, investors can access portfolios of attractively priced global businesses with strong long-term growth prospects. Antipodes was established in 2015. The investment team operates from offices in Sydney and London.
Antipodes' pragmatic value approach to investing in global equities aims to provide clients a smoother long-term wealth creation journey. We manage global long-only and long-short unit trusts, along with the Antipodes Global Shares (Quoted Managed...
Expertise
Antipodes' pragmatic value approach to investing in global equities aims to provide clients a smoother long-term wealth creation journey. We manage global long-only and long-short unit trusts, along with the Antipodes Global Shares (Quoted Managed...
Expertise
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