45 min listen
Outlook 2020 Pt. 2: Finding Opportunities When Most Markets Are Overpriced
Outlook 2020 Pt. 2: Finding Opportunities When Most Markets Are Overpriced
ratings:
Length:
33 minutes
Released:
Feb 24, 2020
Format:
Podcast episode
Description
We conclude our two-part conversation on our Outlook for 2020 and beyond with views on asset classes we view as being attractively priced. Philip Straehl, head of capital markets & asset allocation, Americas, and Tanguy de Lauzon, head of capital markets & asset allocation for EMEA, return to share their views.
Important Disclosure: Returns for U.S. stocks are indicated by the Morningstar US Market Index.
Important Disclosure: Returns for U.S. stocks are indicated by the Morningstar US Market Index.
Released:
Feb 24, 2020
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