Cyclical Play To Continue?

Kingsley Jones, Chief Investment Officer, Jevons Global

15-Mar-21 07:07

Pause
Embed

The Dow Jones Index has outperformed the Nasdaq over the past three weeks. Does this indicate that the smart money has shifted in cyclicals over yield-sensitive tech stocks? The Morning Run speaks with Kingsley Jones of Jevons Global, who also weighs in on sectors like energy and financials, signs of inflation, and gold prices.

Produced by: Mike Gong

Presented by: Khoo Hsu Chuang, Philip See

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories: Business Analysis, Trends and Forecasts, Markets, Technology, Tech, SME, Personal Finance, Investments, Financial Literacy

Tags: cyclicals, tech stocks, dow jones, nasdaq, energy, financials, janet yellen, inflation, gold,

Today’s Shows

11:00 AM

Best of Enterprise

(REPEAT) We speak with Nick Ng, Founder and CEO of Hock Kee Kopitiam, about building a modern kopitiam brand rooted in heritage, community, and made-to-order tradition.

12:00 PM

Popcorn Culture

(REPEAT) We review Train Dreams and The Voice of Hind Rajab.

1:00 PM

Cruise Control

(REPEAT) The VW Golf GTI Mk8.5 might sound like an incremental upgrade, but it's worth checking out if you're a fan of the brand. Tune in to hear why.

2:00 PM

Matt-Splained

(REPEAT) In the first part of a series on technologies in ‘26, Rich and Matt take a look at consumer tech, imagine what IRL AI looks like, and advances in energy production.

3:00 PM

Earth Matters

(REPEAT) We find out about a Semai fruit season homestay finally opening to the public, supported by Gerimis Art, sharing forest life, culture, and community-led ecotourism.

4:00 PM

Bar None

(REPEAT) We review the recent Malaysia Open 2026 and look back at our shuttlers' performances throughout 2025.

5:00 PM

BBC World Service

Two women with art galleries in Switzerland, London, Nigeria and the US talk about discovering and promoting new artists, building relationships with art collectors and the importance of supporting women in the art world.

PROGRAMMES