18 October 2023
Bigger Picture: Could a strong earnings season spark a year-end rally on Wall Street?
Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management, weighs in on key takeaways from US and China third-quarter earnings reports; the ongoing property crisis in China involving Country Garden and Ping An Real Estate; and expectations for China's year-on-year Q3 GDP figures.
Presented by Emaad Akhtar
Podcast edited by Emaad Akhtar (eakhtar@sph.com.sg)

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Listen to his previous podcasts:

19 April 2023
Bigger Picture: What's up with the low market volatility?
Brian Arcese, Portfolio Manager and Equity Analyst, Foord Asset Management discusses if low volatility should be a concern, as well as how markets are pricing in the better than expected China Q1 GDP at 4.5%.

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30 November 2022
Bigger Picture: Optimism for China reopening as vaccination efforts ramp up
Brian Arcese, Portfolio Manager and Equity Analyst, Foord Asset Management discusses if the bounce in Chinese markets can be sustained amid unhappiness over Covid-19 restrictions and how the government's messaging is changing. He also previews how US non-farm payrolls out on Friday will steer market sentiment.

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25 October 2022
Bigger Picture: Inflation impact on earnings
Brian Arcese, Portfolio Manager and Equity Analyst, Foord Asset Management, discusses companies have been coping with inflationary pressures, and how investors can navigate the backdrop of rising costs and rates.

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8 June 2022
Bigger Picture: Is the worst over for Chinese tech companies?
Brian Arcese, Portfolio Manager and Equity Analyst, Foord Asset Management gives his views on the possibility of China concluding its crackdown on its tech industry and how investors should position around the strengthening US dollar.

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27 December 2021
Bigger Picture: Going green, without seeing red
Brian Arcese, Portfolio Manager and Equity Analyst at Foord Asset Management discusses the considerations investors should have when evaluating ESG investing opportunities amid rising instances of greenwashing and inflated credentials.

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29 November 2021
The Bigger Picture: You better sit still when you're getting shaved
Brian Arcese, Portfolio Manager and Equity Analyst at Foord Asset Management discusses how a Dutch saying might help guide investors trying to figure out the market volatility triggered by concerns around the Omicron variant.

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27 April 2021
Bigger Picture: Biden's first 100 days in office
Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management, discusses how Biden's first 100 days in office have moved markets and what's in store for the rest of his term.

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24 March 2021
Bigger Picture: Finding inflation beating returns
Brian Arcese, Portfolio Manager & Equity Analyst, Foord Asset Management, reflects on the anniversary of the pandemic-driven sell-off and how investors can find inflation-beating opportunities in the markets.

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