Episode 8: Investing and Geopolitics – Avoiding the Potholes, Hitting the Opportunities [Audio]
Mar 22, 2022
Geopolitics influences our investment outcomes more than you may know. On March 14, 2022 the Team spoke with Dr. Adrian Stokes, VP of the PSOJ and Dianne Parram, President of Jamaica Gasolene Retailers Association about the impact of inflation, increased oil prices and how you can position yourself investment portfolio.
Episode 7: How We See the Rest of 2022 [Audio]
Mar 15, 2022
We take a further look at interest rates and our expectations for the companies most likely to benefit/likely to not be impacted as much from our expectation of higher rates. We then summarize our outlook for stocks/investment selection for the remainder of 2022 as follows 1) Continuing to eye strong base effect companies who can benefit from economic recovery 2) Stable balance sheet companies that can withstand the rise in global interest rates.
Episode 6: Local Stock to Watch for 2022 [Audio]
Mar 15, 2022
Given the discussed macroeconomic environment we then discuss some stock picks that investors could consider. Our picks include Tropical Battery, Express catering Limited, Wisynco, and JMMB. ALL of which we believe the current environment will afford significant tailwinds. The greater push to renewables and improvement in efficiency should aid tropical while the continued growth/rebound in the tourism sector provides benefits to ECL and Wisynco. Finally, we think JMMB has long been an undervalued option and it’s our hope the pending buyback will spur price appreciation.
Episode 5: A Global and Local Macro Outlook for 2022 [Audio]
Mar 14, 2022
In this section, we look at the current global economic environment. Inclusive of the current situation with global economic growth, interest rates, inflation, and the general level of uncertainty which is currently at an all-time high. We then go on to look at the domestic context including recent quarterly domestic GDP projection and the implication of the current monetary environment on particularly sectors (specifically the construction sector). We then Segway into how the local market has performed given this global and domestic macro-economic environment.
Episode 4: Thinking Outside The Box [Video]
Feb 08, 2021
In light of the current market events, traditional asset classes have experienced increased pressure to provide adequate returns to investors.
Episode 3: Are The Capital Markets Open [Video]
Feb 01, 2021
As we start 2021 it’s now time to access the capital market given the events of 2020.
Episode 2: Dissecting COVID-19 [Video]
Jan 25, 2021
Richardo and Simon cover several economic implications of the pandemic