ÜBER DIESE EPISODE
Portfolio Manager, Peter Brooke, unpacks the direction of inflation, in both the local and global contexts, as well as the current oil price, results from Standard Bank and the rebound in the local tourism sector.
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Englisch
Vereinigte Staaten
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VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von Old Mutual Investment Group durchsuchen.
WEITERE EPISODEN IN DIESEM PODCAST
📌 Premier Group
Expected full-year earnings growth of 20-30%Maintained margins despite soft commodity cost increasesStrong capital expenditure discipline and pricing strategy
📌 Raubex
Earnings set to rise to 25%Diversified away from Sanral into infrastructure and miningThe Bauba acquisition is p…
In this podcast, Portfolio Manager Jason Swartz shares his perspective on how the evolving conflict is influencing markets. He unpacks how we think about risk in volatile environments and explains how our portfolios are positioned to remain resilient, disciplined, and focused on long‑term outcomes.…
In this episode of The Money Show, Peter Brooke discussed the latest market trends. Peter talked about the remarkable rise of gold, the implications of Trump's tariffs on the global economy, and the challenges facing South Africa's industrial sector. This episode marks Peter's final appearance as a…
🎙️ Amid the current market turmoil sparked by further trade tariff announcements from the Trump administration, that were far more severe than the market anticipated, our Head of Equities Research Meryl Pick spoke to Kaya FM this week on her team's perspective on the tariffs, the market chaos and t…
Highlights:
• Credit spreads are tightening—even as risk rises
• What’s driving demand in a weak-growth environment
• How auction dynamics and bank guidance skew pricing
• Fair value vs. mark-to-market: Why it matters to investors
• Intengo’s approach to building better fair value models
Tha…
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BEARBEITEN
Vielen Dank, dass Sie uns helfen, die Podcast-Datenbank auf dem neuesten Stand zu halten.
