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The Progressive/PIWORLD Market Call - Week ending 13th December 2024
Manage episode 455305620 series 2686645
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Progressive’s Jeremy McKeown and Gareth Evans discuss the week’s macro picture, the impact for investors, companies reporting & what to look out for next week.
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01:00 Overview: Middle East Uncertainty, Trump
01:41 China’s monetary policy
02:31 USA
05:40 Springfield Properties (SPR) and VanElle Holdings (VANL)
06:36 UK - Ashtead and Games Workshop (GAW)
12:29 Forthcoming news:
- Chinese production data (Mon 16 Dec)
- UK inflation data (Weds 18 Dec)
- US interest rates (Weds 18 Dec)
- Bank of Japan interest rates (Thurs 19 Dec)
- UK Interest rates (Thurs 19 Dec)
About:
Gareth Evans has 25 years’ research experience covering the Technology sector. An Oxford University graduate, Gareth qualified as an accountant before starting his research career covering the Pan European Chemicals sector at the American Investment Bank Donaldson Lufkin & Jenrette (DLJ), later acquired by Credit Suisse. He then moved to cover the Technology sector at ABN AMRO, Canaccord and at Investec for eleven years, where he was Joint Head of Research. Gareth has received numerous awards for his work, including being voted techMark Analyst of the Year.
Jeremy McKeown has a degree in economics and an MBA. He has been working in the City for over forty years, both as an investment manager and at a number of leading investment banks including Merrill Lynch and Investec. His passion is for meeting, investing in and advising small and mid-sized businesses – and his previous roles give him a vast array of experience on which to draw. Jeremy’s role at Progressive includes helping clients with their investment cases, providing high quality content to our subscriber base and giving the team a valuable macro “framework” within which to evaluate and position our customers’ propositions.
Produced by Progressive Research, Distributed by PIWORLD
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