GIỚI THIỆU VỀ TẬP NÀY
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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TÌM KIẾM CÁC TẬP TRƯỚC
Tìm kiếm các tập trước của Old Mutual Investment Group.
CÁC TẬP KHÁC TRONG PODCAST NÀY
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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…
🎙️ 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…
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Old Mutual, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
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