First Eagle Looks Outside the US for Returns
Impossible d'ajouter des articles
Échec de l’élimination de la liste d'envies.
Impossible de suivre le podcast
Impossible de ne plus suivre le podcast
First Eagle Looks Outside the US for Returns
-
Lu par :
-
De :
À propos de cette écoute
US President Donald Trump's trade war on the world and the Federal Reserve has increased investment risk. But it's only the latest overhang for the US, with ongoing concerns about high fiscal debt exacerbated by the passage of Trump's $3.4 trillion tax and spending package.
That's prompted Idanna Appio, portfolio manager and economist at First Eagle -- a $161 billion investment manager -- to look increasingly outside the US for value. In her view, investors are too complacent about these risks, as they have yet to see the full effect of tariff and other policies on growth and inflation.
She joins John and Katia to talk about where she sees value in Asia, the many risks ahead and how she allocates money as a long-term investor.
See omnystudio.com/listener for privacy information.
Vous êtes membre Amazon Prime ?
Bénéficiez automatiquement de 2 livres audio offerts.Bonne écoute !
