What’s really driving the economy—and how should investors think about it? In this podcast, John & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies. Trading Perspectives is hosted by Oakworth Capital Bank's Chief Investment Officer, John Norris along with Sam Clement, Associate Managing Director.
*Oakworth Asset Management is a registered investment advisor. All advisory services, including investment management and financial planning, are offered through Oakworth Asset Management, LLC, which is owned by Oakworth Capital Bank, member FDIC, Equal Housing Lender. Investment products and services offered via Oakworth Asset Management, LLC are independent of the products and services offered by Oakworth Capital Bank and are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. The information, opinions, comments, statements, views or recommendations expressed should not be considered professional, tax or legal advice; or as an offer to buy or sell or to make or consider any investment or course of action. https://www.oakworth.com/ tradingperspectives@oakworth.com📄 Disclosures: oakworth.com/policy-center Member FDIC. Equal Housing Lender. Investments may lose value and are not bank guarantee.
Nov 29, 2023
After surprising right-wing victories in elections in Argentina and the Netherlands, pundits have noticed there seems to be a growing trend towards nationalism, especially in Europe. While some outlets blame record immigration levels for this change in sentiment, the causes could also be economic. After all, has globalism produced the economic benefits in Europe or South America that its supporters claimed it would? That is a good question. What if it is a combination of the two? After all, when times are already tight at your house and in your country, how does a flood of immigrants help?
In this week’s Trading Perspectives, Sam and John discuss the growth of nationalism in Europe, and to a lesser extent Argentina. Is it cause for concern? Or is it just the national reaction to the mixed results globalism has delivered on the continent?