If you want to know what’s likely to happen with the economy & capital markets over the next year, then ask the experts.



Indeed that is exactly what I did in this month’s Special Easter edition of ‘Macro Investing’ with Chris Watling (CEO Longview Economics) and Edmund Shing (CIO BNP Paribas Wealth Management).



(Watch video interview HERE)



00:00 Outlook for GDP, inflation & equities

05:20 Where are corporate earnings heading?

10:00 Will the Federal Reserve come to the rescue again?

14:05 What is the fair value for the S&P500?

19:30 Should investors fade or trade the banks?

23:00 Equally what about megacap tech?

25:50 What might happen, if there was ever a ceasefire in Ukraine?

30:00 View on currencies

31:55 Opportunities in gold & silver.

38:20 Sovereign & corporate debt.

41:30 French stocks

43:30 Insurers, AXA & US regional banks

52:50 Industrials

54:35 Semiconductors

57:30 Big Pharma

58:10 What to watch out for over the next month