Mon, Jul 25, 2016
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. Opalesque Exclusive: California-based manager launches long/short equity hedge fund with unique algorithm[more]

    Benedicte Gravrand, Opalesque London for New Managers: SJL Capital LLC, an investment advisory firm based in California, has launched its maiden fund, the SJL MarketDNA Hedge Fund LP. The fund, which began trading

  2. Manny Roman to move from Man to Pimco[more]

    Benedicte Gravrand, Opalesque London: Emmanuel (Manny) Roman, an investment world veteran, has been hired by PIMCO, the large US bond fund house, as chief executive officer. PIMCO's current CEO Douglas Hodge will assume a new role as managing director and senior advisor when Roman joins P

  3. Opalesque Exclusive: ArbitrOption outperforms benchmarks, up 7.18% in H1[more]

    Komfie Manalo, Opalesque Asia: Independent registered advisor ArbitrOption breezed through the tumultuous Brexit referendum and outperformed its benchmarks. ArbitrOption was up 7.18% in the first half of 2016 compared to the S&P 500 which gain

  4. Europe - European hedge funds shrink and shutter as turmoil hurts returns, Investors go bargain-hunting for U.K. property after Brexit vote, Brexit: Guidance for fund directors - what to know and what to ask[more]

    European hedge funds shrink and shutter as turmoil hurts returns From Bloomberg.com: Europe’s hedge-fund industry contracted for a sixth straight quarter as the U.K.’s decision to leave the European Union and concerns that China’s growth is slowing caused losses and forced some money man

  5. Platinum Partners starts liquidation of hedge funds following municipal union kickback scandal[more]

    Komfie Manalo, Opalesque Asia: Platinum Partners, the hedge fund in the middle of a New York City municipal union kickback investigation, is reported to be liquidating two of its funds, the New