Home Wires

Goldman Sachs themes for 2014: Showtime for the US/DM Recovery Forward guidance harder in an above-trend world Earn the DM equity risk premium,...

James McKay

BRR Media

Goldman Sachs themes for 2014: Showtime for the US/DM Recovery Forward guidance harder in an above-trend world Earn the DM equity risk premium, hedge the risk Good carry, bad carry The race to the exit kicks off Decision time for the 'high-flyers' Still not your older brother's EM... ...but EM differentiation to continue Commodity downside risks grow Stable China may be good enough

James McKay
James McKay
Relationship Manager
BRR Media

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.

most popular

Funds

A portfolio of under-appreciated, mispriced and winning stocks

Munro Partners

Equities

Copper threatens to outshine lithium, putting leveraged juniors in the frame

Independent Journalist

Equities

The ASX tech company dominating its space and why we're backing it

Auscap Asset Management

Equities

How the best-performing Aussie equities manager is tackling 2023

Livewire Markets

view all