Opportunities in a Growth-Starved World

Published on
May 23rd, 2019
Duration
34 minutes


Opportunities in a Growth-Starved World

Investment Ideas ·
Featuring Jay Pelosky

Published on: May 23rd, 2019 • Duration: 34 minutes

When the Fed pivoted dramatically earlier this year, markets rallied aggressively. Jay Pelosky, TPW Investment Management co-founder and CIO, thinks that the rally is over because the US economy has yet to bottom. Instead, he sees Europe and emerging markets bottoming first, giving equity investors a great opportunity to re-allocate assets. Pelosky joins Real Vision’s Ed Harrison to outline his thesis that "lower for longer" growth will yield investment opportunities in fixed income, currencies and commodities. Filmed on May 20, 2019 in New York.

Comments

Transcript