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‘It's hard to have a view in a manipulated market’: Why this strategy chief remains cold on China’

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Content provided by Citywire: The Selection Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire: The Selection Show 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://ro.player.fm/legal.

Aviva Investors chief economist Mick Grady assesses the global economy moving into 2024 and explains his firm’s asset allocation strategy.

With the majority of 2024 lying ahead, Aviva Investors chief economist and investment strategist Mick Grady has plenty to think about.

He spoke to Citywire Selector news editor Ian Heath about how 2023 panned out, what his expectations for the next 12 months are and his firm’s investment convictions.

Topics discussed included last year’s economic surprises, why Grady remains ‘very cautious’ on Chinese assets and a record number of the world’s population going to the polls in 2024.

  continue reading

180 episoade

Artwork
iconDistribuie
 
Manage episode 398157003 series 3362863
Content provided by Citywire: The Selection Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Citywire: The Selection Show 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://ro.player.fm/legal.

Aviva Investors chief economist Mick Grady assesses the global economy moving into 2024 and explains his firm’s asset allocation strategy.

With the majority of 2024 lying ahead, Aviva Investors chief economist and investment strategist Mick Grady has plenty to think about.

He spoke to Citywire Selector news editor Ian Heath about how 2023 panned out, what his expectations for the next 12 months are and his firm’s investment convictions.

Topics discussed included last year’s economic surprises, why Grady remains ‘very cautious’ on Chinese assets and a record number of the world’s population going to the polls in 2024.

  continue reading

180 episoade

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