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A tactical approach to FTSE 350 sector allocation with Marc Kimsey

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Manage episode 403786620 series 2334872
Content provided by Jonathan Roychoudhury and UK Investor Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Roychoudhury and UK Investor Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The UK Investor Magazine was thrilled to be joined by Marc Kimsey, Director of F&O Research, for a broad discussion focused on the tactical approach to global equities.


Register for the UK Investor Magazine Investor Conference at the London Stock Exchange Group (LSEG) 13th March


We explore the potential scenarios for UK and US equities in the coming months in the run-up to elections.


Consideration is paid to interest rates and how the equity market may behave in reaction to upcoming decisions.


Marc provides insights into a selection of UK equities highlighting FTSE 350 companies he feels are worth adding to a watchlist.


We touch on Taylor Wimpey, Barclays, and JD Sports.


Download Report: Two US Stocks Picks for 2024



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

378 episodes

Artwork
iconShare
 
Manage episode 403786620 series 2334872
Content provided by Jonathan Roychoudhury and UK Investor Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jonathan Roychoudhury and UK Investor Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The UK Investor Magazine was thrilled to be joined by Marc Kimsey, Director of F&O Research, for a broad discussion focused on the tactical approach to global equities.


Register for the UK Investor Magazine Investor Conference at the London Stock Exchange Group (LSEG) 13th March


We explore the potential scenarios for UK and US equities in the coming months in the run-up to elections.


Consideration is paid to interest rates and how the equity market may behave in reaction to upcoming decisions.


Marc provides insights into a selection of UK equities highlighting FTSE 350 companies he feels are worth adding to a watchlist.


We touch on Taylor Wimpey, Barclays, and JD Sports.


Download Report: Two US Stocks Picks for 2024



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

378 episodes

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