Zachary Hill

Zachary Hill, head of portfolio management at Horizon, shares investment outlooks on MAG-7 earnings, precious metals and Fed policy. Yuk-Yung Lee, Bloomberg Seoul equities reporter, breaks down Samsung and SK Hynix, memory chip demand and AI-driven industry shifts. They discuss tariff threats on South Korean goods and a big week of tech earnings.

Rob Haworth, Senior Investment Strategist at U.S. Bank, and Zachary Hill, Head of Portfolio Management at Horizon Investments, tackle the potential fallout from Trump's tariff policy on global equities. They discuss consumer health and corporate earnings amid economic uncertainty, showcasing resilience against inflation. The duo also highlights investment opportunities beyond U.S. borders, particularly in Europe and Asia, as well as insights on the upcoming BOJ rate hike and its implications. Expect strategies for navigating the evolving market landscape!

Stephanie Leung, Chief Investment Officer at StashAway, shares her expertise on how recent US tariffs on China are shaking up global markets. Zachary Hill, Head of Portfolio Management at Horizon Investments, sheds light on market behavior during this turbulent time. They discuss the economic repercussions of the US-China trade war, including shifts in Asia-Pacific markets and the influence of tariffs on investment strategies. Additionally, advanced AI developments and their potential effects on the housing market in China are explored.

Zachary Hill, Head of Portfolio Management at Horizon Investments, and Robert Tipp, Chief Investment Strategist at PGIM Fixed Income, join the discussion on fluctuating Asian stock markets amid cooling U.S. job reports. Hill highlights the implications of potential Fed rate cuts and recent corporate earnings driving market sentiment. Tipp delves into yen stability and possible interest rate hikes by the Bank of Japan, addressing concerns over political instability. Together, they unpack how these trends shape investor strategies in the Asia-Pacific region.

Zachary Hill, Head of Portfolio Management at Horizon Investments, shares keen insights on the potential impacts of President Trump's unilateral tariffs, revealing how they could escalate trade tensions despite recent positive talks. He also discusses market dynamics influenced by U.S. debt levels and the Federal Reserve's strategies. On the biotech front, the podcast explores China's booming industry, spotlighting partnerships with major pharmaceutical firms and the country's growing role as a global competitor in biotech innovation.