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内容由Charis Whitbourne and Nicola Wealth提供。所有播客内容(包括剧集、图形和播客描述)均由 Charis Whitbourne and Nicola Wealth 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Investing Matters: Q2 2024 Market Commentary

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Manage episode 429522779 series 3053758
内容由Charis Whitbourne and Nicola Wealth提供。所有播客内容(包括剧集、图形和播客描述)均由 Charis Whitbourne and Nicola Wealth 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the second quarter of 2024.

In this episode, Ben provides an insightful overview of growth and inflation across major economies, including the U.S., Canada, Europe, and Asia. He explores how the U.S. is navigating a slowing economy, the impact of rising unemployment in Canada, Europe’s positive growth outlook, and the surprising trade recovery in Asia.

The discussion also zooms in on equity markets, highlighting the performance of AI stocks, the influence of the 2024 Canadian federal budget on trading activity, and the resilience of Canada’s financial system amidst higher interest rates. Ben also shares his thoughts on the recent rate cut by the Bank of Canada, its impact on the bond market, and the importance of active management in fixed income portfolios.

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Manage episode 429522779 series 3053758
内容由Charis Whitbourne and Nicola Wealth提供。所有播客内容(包括剧集、图形和播客描述)均由 Charis Whitbourne and Nicola Wealth 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the second quarter of 2024.

In this episode, Ben provides an insightful overview of growth and inflation across major economies, including the U.S., Canada, Europe, and Asia. He explores how the U.S. is navigating a slowing economy, the impact of rising unemployment in Canada, Europe’s positive growth outlook, and the surprising trade recovery in Asia.

The discussion also zooms in on equity markets, highlighting the performance of AI stocks, the influence of the 2024 Canadian federal budget on trading activity, and the resilience of Canada’s financial system amidst higher interest rates. Ben also shares his thoughts on the recent rate cut by the Bank of Canada, its impact on the bond market, and the importance of active management in fixed income portfolios.

Sign Up for our Newsletter

  continue reading

100集单集

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