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A Contrarian View: Why We Prefer International Over U.S. Stocks
A Contrarian View: Why We Prefer International Over U.S. Stocks
ratings:
Length:
17 minutes
Released:
Jul 8, 2019
Format:
Podcast episode
Description
Developed equity markets outside the U.S. have struggled mightily for about a decade since the global financial crisis. Individually, these markets have their unique struggles, whether it’s Brexit in the U.K. or sustained economic growth and profitability in Japan. So, why would anyone want to invest in these markets, let alone prefer them to the U.S. market?
Portfolio manager Gareth Lyons, who covers equity markets outside the U.S., discusses his views with host Drew Carter.
Portfolio manager Gareth Lyons, who covers equity markets outside the U.S., discusses his views with host Drew Carter.
Released:
Jul 8, 2019
Format:
Podcast episode
Titles in the series (100)
Not-So-Crude Markets: Energy Infrastructure and MLPs: A chart of oil prices in the past year looks a lot like a roller coaster. And the stock prices of oil companies tend to follow oil prices higher or lower. Today's episode will discuss an energy investment that’s different in many ways from the oil companies that are household names because of their corresponding gas stations—firms like Exxon Mobil and Chevron. We'll focus on energy infrastructure and MLPs, or master limited partnerships, and how they're used in some of our portfolios. Joining Host Drew Carter is joined by George Metrou, Portfolio Manager for the Dividend Select Equity strategy here in the US, and Dan McNeela, who is co-head of our target risk strategies in the U.S. Recording date: June 24, 2019 by Simple, but Not Easy