PERSPECTIVES Weekly: The Investment podcast cover image

PERSPECTIVES Weekly: The Investment podcast

(Un)eventful week ahead?

Mar 18, 2024
The podcast discusses upcoming central bank meetings, potential changes in interest rates by the Bank of Japan, and inflation as a major topic for investors. It also touches on the impact of political events like elections on investment discussions, providing insights on factoring macro events into portfolios.
11:05

Podcast summary created with Snipd AI

Quick takeaways

  • Bank of Japan's potential interest rate hike is a focal point in upcoming central bank meetings.
  • Investor focus is shifting towards political events, such as elections, alongside traditional economic factors.

Deep dives

Discussion on Equity Risk Premium

The podcast delves into the topic of equity risk premium, highlighting the current lower than average rates. The speaker explains that despite the decrease, supported by good earnings and productivity gains like artificial intelligence, the lower premium is seen as justified. However, caution is advised as risks still exist, particularly with strong momentum in the market and certain stocks driving indices.

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