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US election and UK budget: a tactical approach to US and UK equities with Marc Kimsey
Manage episode 449046784 series 2334872
Content provided by Jonathan Roychoudhury and UK Investor Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Roychoudhury and UK Investor Magazine 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.
The UK Investor Magazine was thrilled to welcome Marc Kimsey, Director of F&O Research, for a deep dive into US and UK equities in the wake of the US election and UK budget.
The US election and UK budget have deep consequences for equities. Marc explores the biggest winners and losers from the most significant risk events of 2024.
We discuss UK equities touching Barclays, Lloyds, Vistry, and Taylor Wimpey.
Our conversation explores whether the FTSE 100 shares should just be considered an income play or whether there are any hopes of growth for the index.
Hosted on Acast. See acast.com/privacy for more information.
388 episoade
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Manage episode 449046784 series 2334872
Content provided by Jonathan Roychoudhury and UK Investor Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Roychoudhury and UK Investor Magazine 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.
The UK Investor Magazine was thrilled to welcome Marc Kimsey, Director of F&O Research, for a deep dive into US and UK equities in the wake of the US election and UK budget.
The US election and UK budget have deep consequences for equities. Marc explores the biggest winners and losers from the most significant risk events of 2024.
We discuss UK equities touching Barclays, Lloyds, Vistry, and Taylor Wimpey.
Our conversation explores whether the FTSE 100 shares should just be considered an income play or whether there are any hopes of growth for the index.
Hosted on Acast. See acast.com/privacy for more information.
388 episoade
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continue reading
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continue reading
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The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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continue reading
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continue reading
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