Show notes
Dr. Christopher Smart, Head of the Barings Investment Institute, discusses the second half outlook including views on the current recovery, U.S./China trade skirmishes and the U.S. presidential election. Don’t miss his 10 one-word answers to our most difficult questions.
Episode Segments
4:40 – Technicals, fundamentals and the road ahead for equity markets
13:37 – Europe’s chance to drive progress coming out of the crisis
17:03 – Where U.S./China tensions may go next
22:05 – Why the U.S. election may impact markets less than you think
31:35 – Rapid fire: 10 questions, one-word answers; markets, politics and the virus
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