The Annex Wealth Management SWOT Podcast  Por  arte de portada

The Annex Wealth Management SWOT Podcast

De: Annex Wealth Management
  • Resumen

  • Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.
    © 2024 Annex Wealth Management
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Episodios
  • The danger of being too sure of the outcome
    Jul 22 2024
    • Strength: The Fed's tone is changing
    • Weakness: Tech wreck
    • Opportunity: Ride the rotation
    • Threat: Snowballing negative sentiment
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    18 m
  • Beware the Red Queen
    Jul 15 2024

    Strength: interest rate pressure might be subsiding. Weakness: risk to earnings forecasts. Opportunity: companies that disproportionately benefit from lower rates. Threat: a rotation away from market cap heavy names.

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    14 m
  • A political risk....but not THAT way
    Jul 8 2024

    Modest progress toward inflation targets for strength but weakness with cracks in the credit armor. Opportunity exists with cheap protection but economic roadburn and politics are weaknesses.

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    17 m

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