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2023 Outlook: Reasons To Be Cheerful with Simon King, CIO of Vermeer Partners

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Content provided by Julia Gallop and Vermeer Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia Gallop and Vermeer Partners 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.

2022 was a bruising year for investors, the pandemic continued to cause disruption to demand and supply dynamics, there was the unforgiveable invasion of Ukraine and central bankers tightened monetary conditions at an unprecedented rate. These factors sent shockwaves through global markets and there were simply very few places to hide. But what does 2023 hold for us? Are there reasons to be more cheerful? We think so, and explaining to Paul why we can be more positive this year is Simon King, Chief Investment Officer at Vermeer Partners.

www.vermeerllp.com

  continue reading

58 episoade

Artwork
iconDistribuie
 
Manage episode 354269887 series 2882616
Content provided by Julia Gallop and Vermeer Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia Gallop and Vermeer Partners 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.

2022 was a bruising year for investors, the pandemic continued to cause disruption to demand and supply dynamics, there was the unforgiveable invasion of Ukraine and central bankers tightened monetary conditions at an unprecedented rate. These factors sent shockwaves through global markets and there were simply very few places to hide. But what does 2023 hold for us? Are there reasons to be more cheerful? We think so, and explaining to Paul why we can be more positive this year is Simon King, Chief Investment Officer at Vermeer Partners.

www.vermeerllp.com

  continue reading

58 episoade

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