Wed, Oct 1, 2014
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. Socially responsible investments grow in demand, but performance questions persist[more]

    Komfie Manalo, Opalesque Asia: A study by financial services firm TIAA-CREF showed that interest in socially responsible investing (SRI) is increasing rapidly, but investors are still asking if investing in an SRI strategy

  2. Regulatory - Ireland launches structure for passporting loan origination funds within EU[more]

    From Asiaasset.com: The Irish Funds Industry Association (IFIA) has introduced new loan origination capabilities that will offer Asian managers and investors a new structure under the European Union’s (EU’s) Alternative Investment Fund Managers Directive (AIFMD). The new structure will allow the mar

  3. Europe - Ed Miliband's war on hedge funds could damage City of London[more]

    From Telegraph.co.uk: Ed Miliband’s plans to wage war on hedge funds could be potentially more damaging to the City of London than even the financial transaction tax (FTT), senior banking sources warned on Tuesday night. The Leader of the Opposition took aim at a number of industries as part of his

  4. News Briefs - SEC probes Pimco ETF over pricing irregularities, BEPs: Action plan released and UK first to adopt country-by-country reporting[more]

    SEC probes Pimco ETF over pricing irregularities The Securities and Exchange Commission is investigating Pimco’s pricing of exchange traded funds, the latest cloud to hang over the world’s largest bond manager, which has been dogged by poor performance and management infighting. Pimco on

  5. CalPERS’ move might alter hedge fund fees for good[more]

    Benedicte Gravrand, Opalesque Geneva: When CalPERS, the California Public Employees’ Retirement System, announced on September 15th that it was unwinding its hedge-fund portfolio, it was seen by many as is a significant blow to the sector’s appeal. The Fund is