The Annex Wealth Management SWOT Podcast

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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.

3 天前

Are we in a melt-UP?

Goodbye uncertainty but higher rates on a valuation headwind are a weakness. Laggards are turning into leaders but remember the risk before the market makes you.

13 分鐘
11月18日

'Boring' is becoming the new 'interesting'

Special Guest: Brian Kersmanc - Portfolio Manager - GQG Partners

18 分鐘
11月11日

Tax Cut Trump or Tariff War Trump?

Markets elect to rally but ballet box bond blues are a weakness. Campaigning for change presents opportunity but polling pressures trade and inflation create threats.

15 分鐘
11月4日

Election week

Good goods growth so far for a strength while valuations pose a weakness. There is opportunity with Election Day on the doorstep but election angst is a threat.

10 分鐘
10月28日

The Halloween Episode

Strength: The undead dollar. Weakness: Rates Ding Dong Ditch it. Opportunities: Bobbing for duration. Threat: Phantom Market Movement.

16 分鐘
10月21日

Recession warning signals

Retail sales stay strong while volatility remains in long rates. There's another chance to add duration but recession warning signals are beginning.

9 分鐘
10月14日

AI's 'green shoots'

Stocks are the strength this week while yields up while certain asset prices are down are a weakness. There is opportunity to get growing at a reasonable price while voting with your portfolio instead of the polls is a threat.

14 分鐘
10月7日

The jobs number and incoming earnings

Hard data supports a soft landing while returns may have discounted positive future fundamentals. There's an opportunity to get out of cash but rebounding inflation poses a threat.

10 分鐘

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Join the members of the Annex Wealth Management Investment Team as they discuss the Strengths, Weaknesses, Opportunities, and Threats in the markets and economy.