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The Money Show | A year marked by significant global elections

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Manage episode 432603773 series 2793305
Indhold leveret af Old Mutual Investment Group. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Old Mutual Investment Group eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this podcast, Portfolio Manager Meryl Pick, shares her thoughts on the interesting dynamics at play in 2024, a year marked by significant global elections. She highlights the unique behaviour of the dollar, which often strengthens during times of market panic as investors seek safety in US government debt and assets like treasury bills and gold. Meryl also points out that despite the volatility, South African consumer-facing companies remain attractively priced compared to their global counterparts. This makes them appealing to investors looking for opportunities amidst the market fluctuations.

Thanks for listening! Follow us on Linkedin.

  continue reading

319 episoder

Artwork
iconDel
 
Manage episode 432603773 series 2793305
Indhold leveret af Old Mutual Investment Group. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Old Mutual Investment Group eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

In this podcast, Portfolio Manager Meryl Pick, shares her thoughts on the interesting dynamics at play in 2024, a year marked by significant global elections. She highlights the unique behaviour of the dollar, which often strengthens during times of market panic as investors seek safety in US government debt and assets like treasury bills and gold. Meryl also points out that despite the volatility, South African consumer-facing companies remain attractively priced compared to their global counterparts. This makes them appealing to investors looking for opportunities amidst the market fluctuations.

Thanks for listening! Follow us on Linkedin.

  continue reading

319 episoder

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