Investment Strategies to Capitalize on the New Era of Globalization

Louis Vincent-Gave and David Hay join the show to outline how they plan to capitalize on what they see as a new era of globalization, driven by increased trade between emerging economies. Louis and David outline the main sectors they are currently seeing opportunity in, along with the sectors they think are massively overvalued and better avoided by investors.

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00:42 Financial Conditions and Magnificent 7
08:14 Household Net Worth
15:27 New Era of Globalization
29:33 Areas of Opportunity in the Market
42:13 Ares to Avoid in the Market

#globalization #investing #commodities