Positive Seasonal Trends in the US Retail sector
In this podcast Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, looks at investment opportunities in Europe in the current economic, market and political environment. · Where are we seeing an excessive level of US retail investor optimism in the markets?· Conversely why is there so much pessimism around the outlook for Europe?· Which sectors do you favour on the European stock market to gain exposure to the US, in other words segments that can benefit from strength in the US without being hurt by the risk of trade tariffs?Hosted by Ausha. See ausha.co/privacy-policy for more information.