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US Equities: "The Re-Emerging Market?"
Radio Feature 73: Cormac Weldon in Conversation with Sona Blessing
 
Tuesday, May 14, 2013

radio Cormac Weldon is Head of US Equities at Threadneedle Investments. He manages the Threadneedle American, American Select and American Smaller Companies funds, as well as the Allied Dunbar North American Growth fund. Cormac started his career with KPMG. He has also worked for Provident Mutual as an analyst on their North American equities team and British Gas Pension Fund as a fund manager on their North American equities team.

In this radio feature/podcast he talks about the US themes for 2013: strong franchises, the housing recovery, the energy advantage, cheap cyclicals with capital returns, bond proxies, growth, and how these could translate into capturable performance.

 Download this feature as MP3 (10.06 MB)

 
Listen to the complete feature
US Equities: "The Re-Emerging Market?"

Duration: 11:02 

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Or listen to selected sub-features
  • Q1 - Why do you believe the US is a "re-emerging market"?

    Duration: 01:24 


  • Q2 - What are your favoured stocks, sector picks, favoured strategies - and why?

    Duration: 01:46 


  • Q3 - Why are you underweight absolute yield?

    Duration: 00:55 


  • Q4 - Opportunities across the market cap range?

    Duration: 00:41 


  • Q5 - What sort of duration are you looking at?

    Duration: 00:35 


  • Q6 - How do you go about managing the volatility?

    Duration: 00:51 


  • Q7 - What are some of the US fundamentals that look promising and the potential headwinds?

    Duration: 01:24 


  • Q8 - How does the average age of a US automobile serve as an investment indicator?

    Duration: 01:35 


  • Q9 - Could you elaborate on the US productivity leap and the so called industrial renaissance in the US?

    Duration: 01:51 



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