The Harper InvestWise Podcast
Eswar Menon’s short overview of the global equity markets. Eswar is the Founder of Harper Capital Management, LLC, an independent, GIPS-compliant investment advisor for institutional and high net-worth clients. Before starting Harper Capital Management, Eswar Menon had achieved than 25 years of asset management success in prominent Wall Street firms such as Nicholas Applegate Capital Management, Loomis Sayles & Co., Denahi Global Investments, WHV Investment Management, and Geneva Advisors.
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Episodes
Wednesday May 25, 2022
Wednesday May 25, 2022
Harper Capital's InvestWise episode of 20 May 2022 covers:
Equity and bond markets sell-off
Impact of rising rates on the housing sector
Growth slowdown likely
Are there systemic risks?
Market valuations and outlook for the 2nd half of '22
Friday Apr 15, 2022
Friday Apr 15, 2022
Eswar Menon, Founder - Harper Capital Management, asks investors to watch out for:
US inflation numbers
The Russia-Ukraine war
China's latest COVID lockdown
Consumer spending given high infation
US Q1FY22 earnings are expected to be robust, but these could be tempered by a slowdown in consumer spend on inflation expectations.