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A World DeFAANG-ed: High-Beta Bets and Emerging Markets

Featuring Kevin Muir

December 02 at 8:00PM • 64 minutes

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A World DeFAANG-ed: High-Beta Bets and Emerging Markets

Kevin Muir discusses where he sees opportunities in the midst of the market rotation and his thoughts on the relationship between deficits and bonds.

Featuring Kevin Muir

December 02 at 8:00PM • 64 minutes

Kevin Muir, CFA, owner of Winter Capital Ltd., joins managing editor Ed Harrison to discuss the markets’ shifting focus, where Muir sees opportunities in the midst of the market rotation, and his thoughts on the relationship between deficits and bonds. Muir argues that the world is entering into a period of synchronized growth unlike anything we have ever seen before and that investors need to own assets in high-beta markets such as Canada, Australia, and emerging markets. He also explains why fiscal deficits are the private sector’s credit, why the market does not yet realize this, and the implications this has for yields. Key Learnings: In a world awash with low growth narratives arguing that further FAANGification of the market is in store, Kevin Muir makes a cogent argument for the opposite — synchronized global growth. Muir's bullishness on high beta and EM highlights the markets' rotation into cyclicals as an expression of their economic growth expectations into the new year. This sort of market environment is most beneficial to emerging markets and commodity-rich economies such as Canada and Australia. Show More

Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

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Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

More Episodes

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