New Trader TV – Ben Ashby, chief investment officer at Henderson Rowe, tells Trader TV that it’s time for buy-side desks to take chips off the table ahead wrapping up their 2024 positions as markets are vastly underestimating the impact of risks—including the deteriorating political conditions in Europe, growing deficits, and the struggling Chinese economy. The CIO also unpacks year-end liquidity, market mispricing, and potential trading opportunities to look out for in 2025.
In this episode:
Dislocation between markets and political chaos in Europe
Why FI markets are “mispriced”
A look at end-of-year liquidity
Biggest risks of 2024 – 2025
Where to look for opportunities between now and the new year
Find the full show on tradertv.net as well
This show is supported by Cabrera Capital Markets and MTS Markets.
#trading #capitalmarkets #fixedincome #equities #liquidity #Europe #risks
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