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Coffee with Evergreen: September 23rd

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Contenuto fornito da Evergreen Gavekal. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Evergreen Gavekal o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode of Coffee with Evergreen, Jeff Otis interviews Evergreen's Senior Analyst, Gherman Howell. Gherman gives a high-level overview of China’s Evergrande situation and whether we think contagion is likely at this point. He also dives in on some of our favorite investment themes and how to find value in an overheated market.

As always, we hope you enjoy the listen!

This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.

Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

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76 episodi

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Coffee with Evergreen: September 23rd

Evergreen Exchange

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Manage episode 302994586 series 2905641
Contenuto fornito da Evergreen Gavekal. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Evergreen Gavekal o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

In this episode of Coffee with Evergreen, Jeff Otis interviews Evergreen's Senior Analyst, Gherman Howell. Gherman gives a high-level overview of China’s Evergrande situation and whether we think contagion is likely at this point. He also dives in on some of our favorite investment themes and how to find value in an overheated market.

As always, we hope you enjoy the listen!

This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a whole. Investment decisions for Evergreen clients are made by the Evergreen Investment Committee.

Past performance is no guarantee of future results. All investments involve risk including the loss of principal. Securities highlighted or discussed in this piece have been selected based on current events and/or relevant topics and are not intended to represent Evergreen’s performance or be an indicator for how Evergreen has performed or may perform in the future. Each security discussed has been selected solely for this purpose and has not been selected based on performance or any performance-related criteria. Evergreen’s portfolios are actively managed and securities discussed in this piece may or may not be held in such portfolios at any given time.

  continue reading

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