{"id":29263,"date":"2020-09-29T12:23:04","date_gmt":"2020-09-29T12:23:04","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/podcasts\/macro-opportunities-knock\/"},"modified":"2023-11-07T15:14:49","modified_gmt":"2023-11-07T15:14:49","slug":"macro-opportunities-knock","status":"publish","type":"rbcwm_podcast","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/podcasts\/macro-opportunities-knock","title":{"rendered":"Macro Opportunities Knock"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">This week Guy Foster, Head of Research talks to Shrenick Shah, the manager of the JPM Macro Opportunities Fund. Shren and his colleagues have considerable flexibility in how they implement their investment strategy. We ask Shren what he expects by way of a cyclical recovery in equity markets as well as getting an update on the secular themes he also has running through the portfolio. Can the technology sector continue to perform after the run it has had and as volatility picks up? What impact will the US election have on markets and will it be affected by the potential nomination of a new Supreme Court Justice?<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Extent of the knock on macro opportunities?<\/p>\n","protected":false},"author":97,"featured_media":9973,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_content_owner":[],"rbcwm_podcast_category":[130],"rbcwm_podcast_series":[],"class_list":["post-29263","rbcwm_podcast","type-rbcwm_podcast","status-publish","has-post-thumbnail","hentry","rbcwm_podcast_category-podcasts"],"acf":{"rbcwm_custom_breadcrumb_text":"","rbcwm_custom_breadcrumb_link":"","rbcwm_subtitle":"Extent of the knock on macro opportunities?","rbcwm_post_author":"","rbcwm_video_id":"9971","rbcwm_video_duration":27,"rbcwm_amazon_music_link":"","rbcwm_apple_podcasts_link":"","rbcwm_podbean_link":"","rbcwm_spotify_link":"","rbcwm_download_link":"https:\/\/www.rbcwealthmanagement.com\/assets\/wp-content\/uploads\/wme\/uk\/brewin-podcast-with-shrenick-shah-jp-morgan.mp3","rbcwm_post_quote":"","rbcwm_post_quote_person_name":"","rbcwm_other_episodes_alt_title":"Other episodes","rbcwm_matters_beyond_wealth_episodes":null,"rbcwm_custom_breadcrumb_link_url":"","rbcwm_disclaimers":{"add_disclosures":"","perspective_disclaimer":"","expandable":[],"omit_from_pages":[],"disclaimer_footnote":""},"rbcwm_insight_cta_id":"","rbcwm_pagination":{"next_link":"","next_link_text":"Next article","previous_link":"","previous_link_text":"Previous article"},"article_time":"","rbcwm_enable_toc":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Macro Opportunities Knock | RBC Wealth Management United Kingdom<\/title>\n<meta name=\"description\" content=\"We ask Shren what he expects by way of a cyclical recovery in equity markets as well as getting an update on the secular themes he also has running through the portfolio. Can the technology sector continue to perform after the run it has had and as volatility picks up? What impact will the US election have on markets\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/podcasts\/macro-opportunities-knock\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Macro Opportunities Knock | RBC Wealth Management United Kingdom\" \/>\n<meta property=\"og:description\" content=\"Extent of the knock on macro opportunities?\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/podcasts\/macro-opportunities-knock\" \/>\n<meta property=\"og:site_name\" content=\"RBC Wealth Management United Kingdom\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/rbcwealthmgmt\/\" \/>\n<meta property=\"article:modified_time\" content=\"2023-11-07T15:14:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.rbcwealthmanagement.com\/en-uk\/wp-content\/uploads\/sites\/23\/2020\/09\/new-podcast-banner-664x400-24-september-2020-guy-and-shrenick-shah.jpg?w=2000\" \/>\n\t<meta property=\"og:image:width\" content=\"664\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Macro Opportunities Knock | RBC Wealth Management United Kingdom\" \/>\n<meta name=\"twitter:description\" content=\"Extent of the knock on macro opportunities?\" \/>\n<meta name=\"twitter:site\" content=\"@rbcwealth\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/podcasts\\\/macro-opportunities-knock\",\"url\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/podcasts\\\/macro-opportunities-knock\",\"name\":\"Macro Opportunities Knock | RBC Wealth Management United Kingdom\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/podcasts\\\/macro-opportunities-knock#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/podcasts\\\/macro-opportunities-knock#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.rbcwealthmanagement.com\\\/en-uk\\\/wp-content\\\/uploads\\\/sites\\\/23\\\/2020\\\/09\\\/new-podcast-banner-664x400-24-september-2020-guy-and-shrenick-shah.jpg\",\"datePublished\":\"2020-09-29T12:23:04+00:00\",\"dateModified\":\"2023-11-07T15:14:49+00:00\",\"description\":\"We ask Shren what he expects by way of a cyclical recovery in equity markets as well as getting an update on the secular themes he also has running through the portfolio. 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