IRF CEO & Founder Edward Blad is joined by Damanick Dantes, CMT of Dantes Outlook for this episode of the IRF Podcast titled 'Top Trades Around the World in 2021'.
----more----Damanick explains his market outlook for 2021 including his thoughts on why the market is still in a risk-on scenario and why pullbacks and corrections in the market provide a buying opportunity for investors, particularly in the Commodities market. Damanick believes that outperformance in Commodities is having a global impact that is notable in Latin American equities and thus also providing investment opportunity. Damanick sees further buying opportunities in the small-cap sector where he feels outperformance is easily found in the current market conditions. Damanick also discusses his thoughts on the outlook for the S&P 500 and why he thinks weakness should be expected before going on to explain his view generation process, particularly focusing on how his asset allocation background allows him to focus on the long-term picture. Prior to founding Dantes Outlook in 2016, Damanick worked in roles ranging from FX to North American Rates for firms such as Saxo Bank and Fidelity Investments.
Research and Markets: “China and Energy Prices will be the key Drivers of Financial Markets in 2023”, JP Smith, IRF
“The Financial Markets in 2022 and 2023”, Ron William, RW Advisory
“Japan in 2023: A Year of Major Transformation and Opportunities”, Ryoji Musha, Musha Research
“The Outlook for Commodity Prices in 2023”, Jeffrey Christian, CPM Group
Research and Markets: “Inflation, Redistribution, Emerging Markets and why Investors Should Adopt a More Absolute Return-Oriented Mindset”, JP Smith, IRF
“The UK Back From the Brink; Regeneration Through Deleveraging”, Dr Peter Warburton, Economic Perspectives
“Joining up the dots in China”, Anne Stevenson-Yang, J Capital Research
“Turkey: An Emerging Market Opportunity?”, Zekeriya Ozturk, iRes Independent Financial Research & Advisory
Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, JP Smith, IRF
“The Revival of Inflation: What Next?”, Manoj Pradhan, Talking Heads Macro
Research and Markets: “What is the Next Market Regime?”, JP Smith, IRF
“US Politics: The Prospects for 2023 & 2024”, James Lucier, Capital Alpha Partners
“China: CBB Proprietary Data Tells A Different Story”, Leland Miller, China Beige Book
“UK Politics: Continuity or Discontinuity?”, Helen Thomas, Blonde Money
“The Causes and Consequences of the Fed’s Misjudgement”, John Ryding, RDQ Economics
“Charting Future Trends in the World Stock Markets”, Lane Dusserre, SMI
“The UK Cost of Credit Crisis”, Dr Peter Warburton, Economic Perspectives
“World War 3”, David Murrin, Global Forecaster
“The US Economic Outlook: A Profitable Non-Consensus View”, Barry Knapp, Ironsides Macroeconomics
“Is ESG investing, with its focus on environmental, social and governance matters, just a passing fashion or a really good long-term investment opportunity?” Julian Morris, Unicus Research
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