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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.
11:30

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Identify shifts in asset classes based on global factors like growth and interest rates.
  • Consider investing in emerging markets like India for technological advancements and potential growth opportunities.

Deep dives

Identifying Trends and Cycles in Investing

In the podcast episode, Jan Van Eck, CEO of Van Eck Funds, discusses the challenge for investors in determining when to jump into or out of changing sectors. He explains that asset classes, such as US equities and commodities, can fall in and out of favor due to factors like shifts in global growth and interest rates. Van Eck emphasizes the importance of being aware of market trends and considering shorter duration fixed income investments amidst interest rate uncertainty.

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