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EssentialInvestment Ideas

Opportunities in a Growth-Starved World

Featuring Jay Pelosky

May 23, 2019 • 33 minutes

120

35

Essential

Investment Ideas

Opportunities in a Growth-Starved World

Jay Pelosky thinks the rally to start the year is over because the US economy has yet to bottom.

Featuring Jay Pelosky

May 23, 2019 • 33 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. Show More

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

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