quant

Er Indien det nye Kina? – Det er et spørgsmål, der igen er blevet ganske aktuelt i de seneste måneder. Det skyldes primært, at Kina på nuværende tidspunkt oplever en række økonomiske og geopolitiske modvinde, og derfor er nabolandet Indien begyndt at dukke op på investorernes radar.

De første to årtier af dette årtusinde var i høj grad historien om Kinas fremgang, spørgsmålet er om de næste to årtier står i Indiens navn? Det indiske aktiemarked er i hvert fald stukket af fra de kinesiske, men om Indien så rent faktisk er det nye Kina, det kan du høre mere om i denne udsendelse.  

Vigtig investorinformation.

Er Indien det nye Kina? – Det er et spørgsmål, der igen er blevet ganske aktuelt i de seneste måneder. Det skyldes primært, at Kina på nuværende tidspunkt oplever en række økonomiske og geopolitiske modvinde, og derfor er nabolandet Indien begyndt at dukke op på investorernes radar.

De første to årtier af dette årtusinde var i høj grad historien om Kinas fremgang, spørgsmålet er om de næste to årtier står i Indiens navn? Det indiske aktiemarked er i hvert fald stukket af fra de kinesiske, men om Indien så rent faktisk er det nye Kina, det kan du høre mere om i denne udsendelse.  

Vigtig investorinformation.

Kick off the new year with a big picture look at the global macro backdrop for investors. In Episode 36 we are fortunate to glean insights from Gina Martin Adams, CMT, CFA who shared with us how distortions in the economy driven by the global pandemic are still playing out with bizarre consequences. 

Gina Martin Adams, CMT, CFA, is the Global Head of Portfolio Strategy and Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI.

Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She is a familiar face to many on Bloomberg News, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors’ All-America Research survey. 

Enjoy this interview with one of the top minds in global equity strategy and understand how technical analysis adds clarity to in a most unpredictable investment landscape.

Fill the Gap, hosted by David Lundgren, CMT, CFA and Tyler Wood, CMT brings veteran market analysts and money managers onto a monthly podcast.

For complete show notes of every episode, visit: https://cmtassociation.org/development/podcasts/

Give us a shout:
@dlundgren3333 or
https://www.linkedin.com/in/david-lundgren-cmt-cfa-63b73b/
@_TBone_Pickens or
https://www.linkedin.com/in/tyler-wood-cmt-b8b0902/
@CMTAssociation or
https://www.linkedin.com/company/cmtassociation

CMT Association is the global credentialing authority committed to advancing the discipline of technical analysis in the financial services industry. We serve members in over 137 countries. Our mission is to elevate investors mastery and skill in mitigating market risk and maximizing return in capital markets through a rigorous credentialing process, professional ethics, and continuous education. CMT Association formed in the late 1960s with headquarters in lower Manhattan, NY and Mumbai, India.

Learn more at: www.cmtassociation.org

Selskaber relateret til dette tema er:

Ryanair Holdings Plc

Deutsche Lufthansa AG

Quantas Airways Limited

Singapore Airlines Limited

Jet2 Plc

Sådan udvælger og behandler vi aktier relateret til temaet:

Nedenstående aktier er udvalgt ud fra 1) deres strategiske tilknytning til det belyste tema samt 2) deres rent kvantitative attraktivitet med baggrund i Jyske Quant modellen på udgivelsesdatoen for videoen. Sidstnævnte fokuserer på prisfastsættelse, kvalitet og stemningen omkring den givne aktie. Vær opmærksom på, at der ikke følges op på temaet og/eller de anbefalede aktier efter udgivelsesdatoen. Du kan se de nuværende kvantitative anbefalinger på aktierne relateret til temaet (Køb, Neutral, Salg) via de links, som følger med denne video.

Vigtig investorinformation

Selskaber relateret til dette tema er:

Ryanair Holdings Plc

Deutsche Lufthansa AG

Quantas Airways Limited

Singapore Airlines Limited

Jet2 Plc

Sådan udvælger og behandler vi aktier relateret til temaet:

Nedenstående aktier er udvalgt ud fra 1) deres strategiske tilknytning til det belyste tema samt 2) deres rent kvantitative attraktivitet med baggrund i Jyske Quant modellen på udgivelsesdatoen for videoen. Sidstnævnte fokuserer på prisfastsættelse, kvalitet og stemningen omkring den givne aktie. Vær opmærksom på, at der ikke følges op på temaet og/eller de anbefalede aktier efter udgivelsesdatoen. Du kan se de nuværende kvantitative anbefalinger på aktierne relateret til temaet (Køb, Neutral, Salg) via de links, som følger med denne video.

Vigtig investorinformation

Ageing populations in the west causing shrinking of the workforce, mismatches in jobs and qualifications, and the rise of new technology is all contributing to the transformation of the labour markets, according to PGIM’s latest megatrends report.

Participant:
• Jakob Wilhelmus, director at PGIM’s Thematic Research group

Moderator:
• Julia Newbould, managing editor at Conexus Financial

De seneste ugers markante udsving i oliepriserne ændrer ikke ved, at oliepriserne overordnet set har været stigende siden sommerferien. Med forventningen om, at oliepriserne skal højere op fra nuværende niveauer kan man med fordel tage et kig på eksempler på aktier, der kan være med til at øge ens eksponering mod de stigende oliepriser.

Selskaber relateret til temaet:

Equinor ASA
Chevron Corporation
Exxon Mobil Corporation 
Repsol SA
Shell PLC

Sådan udvælger og behandler vi aktier relateret til temaet

Nedenstående aktier er udvalgt ud fra 1) deres strategiske tilknytning til det belyste tema samt 2) deres rent kvantitative attraktivitet med baggrund i Jyske Quant modellen på udgivelsesdatoen for videoen. Sidstnævnte fokuserer på prisfastsættelse, kvalitet og stemningen omkring den givne aktie. Vær opmærksom på, at der ikke følges op på temaet og/eller de anbefalede aktier efter udgivelsesdatoen. Du kan se de nuværende kvantitative anbefalinger på aktierne relateret til temaet (Køb, Neutral, Salg) via de links, som følger med denne video.

Greater access to information from companies and associations on geospatial analysis combined with the acceleration and exponential destruction of the ecosystem has prompted biodiversity to becoming a hot topic in making investment decisions. Conexus Financial managing editor Julia Newbould talks to Newton Investment Management global head of sustainable investment Therese Niklasson 

Our food system needs to be more productive and sustainable with increased demand, changing diets and an outdated production system. According to PGIM thematic research group director Jakob Wilhelmus, there are two main challenges in the food chain right now – our current food system is outdated and secondly the devastating impact on the environment and climate change.

Our food system needs to be more productive and sustainable with increased demand, changing diets and an outdated production system. According to PGIM thematic research group director Jakob Wilhelmus, there are two main challenges in the food chain right now – our current food system is outdated and secondly the devastating impact on the environment and climate change.

To donate to Marie Mohler, click here: https://give.cornerstone.cc/wholesoulmasterydonate Part 2 of this 2-Part Video Series takes a deeper dive into these powerful February and March 2023+ Energies and Messages.  Themes and topics covered include The Call to Avatars, Ascension Weather, Inner Weather, The Power of Choice, The Flipping of Worlds, Quantum Everything, Our Inner Thermostats, Right Brain Vs Left Brain Living, the Gifts of the Divine Feminine, and more!  Thank you for joining me and please share with others who would benefit from these insights and positive energies.

Part 1 of this 2-Part Video Series presents this Arcturian Collective's February March 2023 Energy Update via channel Marie Mohler. In this transmission, the Guides spotlight the Ascension Weather, Fire, Floods, Storms, Quantum Vortexes & Creation, Light Filled Scrutiny, Freedom, Sentience, and more!  To hear the original transmission, click here: https://youtu.be/g5Xzz8veRac

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INTERVIEW: What is cycle syncing anyways? Should I be doing this? How do I even get started?! This week I'm in conversation with Sam Doyle, the cycle syncing goddess herself, to tell me everything we need to know about living our most authentic lives in sync with our periods. And yes, while I know this topic is for menstruators, I actually think we all can learn a thing or two from this intuitive way of being. On this episode Sam shares with Bedside what the 4 phases of every menstrual cycle entails and gets granular around the foods, movement, creativity, and energy each phase calls for. Sam tells us about her Catholic school days, what inspired her to overhaul her health journey, and spills SO many tips for intuitive living. And for my manifestation babes, this conversation is filled with all the universal gems for stepping into that next level you. This was such a nourishing conversation and I can't wait for all of us to tap into this super power. LFG!!

Bedside Partners: 

• Mindful Intimacy Card Game by Wonderlust — USE discount code: BEDSIDE at checkout! 
• Safeword Podcast — Check out our episode with Casey Tanner of @queersextherapy Am I Queer Enough?

Mentioned Resources:

•  Woman Code by Alissa Vitti 
• Christine Northrop 
• Stardust app — period tracker
• Women Who Run with the Wolves 
• Cycle Syncing 101 — Sam's ebook

Connect with Bedside:

• @thebedside on Instagram
• @bythebedside on Tiktok
• www.thebedside.co

Connect with Sam Doyle:

• @samanthalucy_ on Tiktok
• @samantha_lucy on Instagram

Be sure to rate, review, and share this episode with a friend! It makes the world of a difference one listener at a time <3 

Be sure to rate, review, and share this episode with a friend! LOVE YOU!

With volatility a strong theme of markets and economies over 2022, some investors have de-risked their portfolios and lost their stomach for riskier emerging markets investments but Alex Khosla, emerging markets and Asia equities portfolio manager at sustainable investment manager Newton Investment Management, argues emerging markets still offer value if you know how to find it.