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.
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
Follow the Antipodes team on Linkedin, or visit antipodes.com
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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.
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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...
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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