Masters in Business At the Money: Hot & Cold Investments
May 15, 2024
Jan van Eck, CEO of Van Eck Funds, discusses identifying when assets become hot or cold. They explore navigating sector rotations, constructing institutional portfolios with caution, and strategies for investing amid economic growth and fiscal concerns. Insight on potential growth in Japan and India, underperformance of China, and emerging opportunities in Europe, semiconductors, and AI are highlighted.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Exploring Evolution of Institutional Portfolios and Identifying Asset Class Trends
02:01 • 2min
Navigating Financial Markets Amid Economic Growth and Fiscal Concerns
03:52 • 4min
Analysis of Trends in Country Asset Classes
08:18 • 2min
Insights on Global Investment Trends and Opportunities
10:05 • 2min