16:57

EssentialInvestment Ideas

The Tactical Non-Consensus Trade

Featuring Charlie McElligott

Apr 11, 2019 • 16 minutes

366

40

Essential

Investment Ideas

The Tactical Non-Consensus Trade

In the last few months the Fed has aggressively changed the direction of its rhetoric and policy, but what does that mean for investors?

Featuring Charlie McElligott

Apr 11, 2019 • 16 minutes

In the last few months the Fed has aggressively changed the direction of its rhetoric and policy, but what does that mean for investors? Charlie McElligott, managing director of cross-asset strategy at Nomura Holdings, discusses the March "Fed Rate Cut Panic". He says it caused the rally in U.S. fixed income to overheat and created a bearish narrative on a potential recession. This may present investors with an opportunity to fade the consensus "slow-flation" story and reallocate assets accordingly. Filmed on April 8, 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

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In