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The Saxo strategy team delivers insights and opinions about financial markets three times a week. Monday’s episode will focus on the events that have unfolded in the past week and what you should pay attention to in the coming week. Tuesday’s episode will focus on equities both in terms of performance and other relevant developments. Thursday’s episode will focus more narrowly on a specific topic, which can be everything from earning seasons, to yield curves and oil prices. The podcast will feature a wide array of Saxo’s financial experts.
Episodes
Thursday May 13, 2021
Special edition: What is going on with Green Transformation stocks?
Thursday May 13, 2021
Thursday May 13, 2021
Today's slide deck: https://bit.ly/3hoKYmO -
Today Head of Quant and Equity Strategy Peter Garnry offers perspective on what has happened over the last few months with stocks linked to the "green transformation" of our economy, which have collapsed relative to the broader market and relative to black energy companies since their spectacular run-up in recent years, particularly from the depths of the Covid outbreak panic. We also engage in a discussion on whether this marks the beginning of a comeback for value-style investing after decades of wandering in the desert for value investors and whether there are parallels with this cycle to the 1999-2002 market cycle for the broader market. Hosting the pod is John J. Hardy.
Intro and outro music by AShamaluevMusic