2023 primer: macro recap, recession risk and current investment opportunities

Talking Capital
23/01/2023 30 min Episodio 1
2023 primer: macro recap, recession risk and current investment opportunities

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Episode Synopsis

In this episode, Ian Barnard and Robert Sears discuss: Macro recap: how did we end the year in terms of global economic health and inflation, and what’s on the horizon now? Recession risk: what’s your base case for the depth of recessions in the US, UK and Eurozone – if they are worse than expected, which assets are likely to provide the best protection?Investment opportunities: what opportunities are you actively monitoring at the moment and why?

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