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Podzept from Deutsche Bank Research
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Top thematic ideas for H2
Aug 1, 2023
00:00
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Episode notes
1
Introduction
00:00 • 2min
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2
Thematic Trends for H2
02:25 • 3min
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3
The US Monetary Policy Cycle Is Ahead of Several Other Major Markets
05:08 • 3min
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4
The Reopening of the NASDAQ Composite
07:49 • 3min
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5
The Potential for an Energy Price Recovery in H2
11:04 • 4min
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In this episode Luke Templeman provides a brief summary of the teams’ top thematic ideas for the rest of the year.
