Tue, Mar 31, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

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 

  logo

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 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Other Voices: Does the hedge fund industry benefit society?[more]

    This article was authored by Don Steinbrugge, Chairman of Agecroft Partners, a US-based global consulting and third party marketing firm for hedge funds. It is no secret that the hedge fund industry is viewed negatively by a la

  2. Private credit comes into focus for investors[more]

    Bailey McCann, Opalesque New York: As investors look for a way out of the low yield/no yield environment, private credit is becoming an increasingly attractive asset class, according to a white paper from Bayshore Capital Advisors. Private credit has grown steadily since the financial crisis as

  3. Other Voices: The role of diversification in CTA portfolios[more]

    2014 brought a resurgence of managed futures strategies, or CTAs, which performed very well as a whole, outperforming all other hedge fund strategies. However, a closer look reveals that there was a wide range of performance, or return dispersion, across managers. The bottom line? Not all CTAs

  4. Neuberger Berman unit buys 20% stake in activist hedge fund Jana Partners for $2bn[more]

    Komfie Manalo, Opalesque Asia: Neuberger Berman’s unit Dyal Capital Partners bought a 20% stake in activist hedge fund firm Jana Partners worth $2bn, WSJ.com reports. The deal comes as activi

  5. Hedge fund launches fall again, $1bn funds found to outperform even smaller hedge funds[more]

    Komfie Manalo, Opalesque Asia: The number of new hedge fund launches fell again in 2014, the third consecutive year of decline, while fund liquidations saw their first drop since 2010, according to the latest HFR Market Microstructure Industry Report released by industry data provider HFR. Acc