59 min listen
Fahad Kamal - CMS at Kleinwort Hambros on expensive US equities & ignoring geopolitical turmoil
Fahad Kamal - CMS at Kleinwort Hambros on expensive US equities & ignoring geopolitical turmoil
ratings:
Length:
61 minutes
Released:
Jun 26, 2020
Format:
Podcast episode
Description
In this episode I converse with an expert in macroeconomics, Fahad Kamal. Fahad is Chief market strategist at Kleinwort Hambros, part of the private banking and wealth management division at Societe Generale.We discuss the latest stock market rally in depth. Find out why this isn't just a FOMO rally, why US equities are expensive but could still continue higher and why you should normally ignore geopolitical turmoil.Fahad has been at Kleinwort since 2012 devising the firm’s macroeconomic views, and translating these views into actionable investment strategy. He chairs the Investment Committee at Kleinwort Hambros and also sits on the Private Bank Global Investment Committee for Societe Generale. Previously Fahad also worked for the US Agency for International Development and the RiskMetrics Group....Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
Released:
Jun 26, 2020
Format:
Podcast episode
Titles in the series (100)
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