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A capital-spending boom will carry global markets for years

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Manage episode 298075731 series 30363
Konten disediakan oleh Money Life with Chuck Jaffe and Chuck Jaffe. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Money Life with Chuck Jaffe and Chuck Jaffe atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Ken McAtamney, manager of the William Blair International Leaders Fund, says that an 'underinvestment in [capital expenditures] around the world' has created a void that is now being filled around the world. He noted that beyond physical infrastructure in the United States and Europe, there will be expansive spending on data and digital infrastructure around the globe that will carry the recovery into the next few years. McAtamney is positive on developed Europe and emerging markets -- and specifically China -- as areas that should shine coming out of the pandemic recovery. Also on the show, Tom Lydon of ETFTrends.com focuses on inflation fears with his pick for the 'ETF of the Week,' Meredith Stoddard of Fidelity Investments discusses the firm's 2021 Couples and Money survey, and Charlie Farrell of Northstar Investment Advisors talks stocks and ETFs in the Market Call.

  continue reading

1833 episode

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iconBagikan
 
Manage episode 298075731 series 30363
Konten disediakan oleh Money Life with Chuck Jaffe and Chuck Jaffe. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Money Life with Chuck Jaffe and Chuck Jaffe atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Ken McAtamney, manager of the William Blair International Leaders Fund, says that an 'underinvestment in [capital expenditures] around the world' has created a void that is now being filled around the world. He noted that beyond physical infrastructure in the United States and Europe, there will be expansive spending on data and digital infrastructure around the globe that will carry the recovery into the next few years. McAtamney is positive on developed Europe and emerging markets -- and specifically China -- as areas that should shine coming out of the pandemic recovery. Also on the show, Tom Lydon of ETFTrends.com focuses on inflation fears with his pick for the 'ETF of the Week,' Meredith Stoddard of Fidelity Investments discusses the firm's 2021 Couples and Money survey, and Charlie Farrell of Northstar Investment Advisors talks stocks and ETFs in the Market Call.

  continue reading

1833 episode

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