Podcast Episodes
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INVESTING DURING TIMES OF GEOPOLITICAL TENSIONS
In this podcast, Edmund Shing presents his team’s investment strategy for March 2022.
Tensions in Eastern Europe cause turbulence in financial market…4 years, 8 months ago
INVESTING DURING THE CURRENT CRISIS
In this podcast, Edmund Shing talks about the current crisis in Eastern Europe from an investor’s point of view.
· Don’t panic!
· What does hist…
4 years, 8 months ago
INVESTISSEZ POUR LE MIEUX!
Dans ce podcast, Edmund et Hélène discutent dépenses en capital et de l'innovation.
· Pourquoi tous ces investissements alors que les entreprises ép…
4 years, 8 months ago
INVEST FOR THE BEST!
In this podcast, Edmund and Charlotte discuss capital expenditure and innovation.
· Why all these investments after companies have been saving for …
4 years, 8 months ago
POURQUOI NOUS DEVENONS NEUTRES SUR LES ACTIONS
Quels facteurs de risque ont motivé notre décision de rétrograder les actions à neutre ?
Pourquoi sommes-nous toujours positifs sur les actions à pl…
4 years, 8 months ago
WHY ARE WE DOWNGRADING EQUITIES TO NEUTRAL?
- What risk factors have driven our decision to downgrade equities to neutral?
- Why are we still positive on equities over the longer term?
- What…
4 years, 8 months ago
WHY WE BELIEVE IN AN INDUSTRIAL METALS SUPERCYCLE
In this podcast, Edmund and Xavier discuss base and industrial metals.
Can the boom in base metals prices (aluminium, nickel, tin and copper) co…
4 years, 9 months ago
VERS UN SUPER-CYCLE DES METAUX INDUSTRIELS
Dans ce podcast, Edmund et Xavier discutent des métaux de base et industriels.
Le boom des prix des métaux de base (aluminium, nickel, étain et cui…4 years, 9 months ago
TECH: LA CHASSE AUX BONNES AFFAIRES EST OUVERTE
Edmund et Hélène discutent de la récente liquidation des actions technologiques et des opportunités pour les investisseurs prudents.
• Qu'est-ce qu…
4 years, 9 months ago
HUNTING FOR VALUE IN THE TECH WRECK
Edmund and Charlotte discuss the recent sell-off in technology stocks and opportunities
for the patient investor.
· What has provoked the dramatic …
4 years, 9 months ago