The UK Investor Magazine was delighted to welcome Victoria Scholar, Head of Investment at interactive investor, for a deep dive into a selection of UK and US equities.
We discuss:
- BP (LON:BP)
- Shell (LON:SHEL)
- Persimmon (LON:PSN)
- Metro Bank (LON:MTRO)
- Tesco (LON:TSCO)
- Nike (NYSE:NKE)
- Netflix (NASDAQ:NFLX)
We frame the conversation in the context of current macro themes and the human tragedy unfolding in the Middle East.
We look at oil prices and how the conflict could spark a super cycle in fossil fuels. Victoria provides insight into the thinking in the underlying commodity markets and compares this to the motivations of equity investors.
Victoria explains the cyclicality and defensive nature of a number of stocks and finishes with a look at Netflix’s upcoming results.