Download - Fahad Kamal - CMS at Kleinwort Hambros on expensive US equities & ignoring geopolitical turmoil

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Opto Sessions – Invest in the Next Big Idea

Business:Investing

Fahad Kamal - CMS at Kleinwort Hambros on expensive US equities & ignoring geopolitical turmoil

2020-06-26

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In this episode I converse with an expert in macroeconomics, Fahad Kamal. Fahad is Chief market strategist at Kleinwort Hambros, part of the private banking and wealth management division at Societe Generale.

We discuss the latest stock market rally in depth. Find out why this isn't just a FOMO rally, why US equities are expensive but could still continue higher and why you should normally ignore geopolitical turmoil.

Fahad has been at Kleinwort since 2012 devising the firm’s macroeconomic views, and translating these views into actionable investment strategy. He chairs the Investment Committee at Kleinwort Hambros and also sits on the Private Bank Global Investment Committee for Societe Generale. Previously Fahad also worked for the US Agency for International Development and the RiskMetrics Group.
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Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.