Nedgroup Investments Multi-Manager brings you a bi-weekly podcast series, focused on providing a market and economic wrap of current local and global news flow. This week’s instalment is titled “Logistics chaos adds to government woes."
In this episode, we explore the value of South African bonds amidst prolonged high interest rates. We examine the prospects for South African stocks and the impact of state-owned entities on local businesses. We then shift our attention to the contrasting economic situations of global superpowers, the USA and China. We conclude with a market outlook from a multi-asset portfolio manager.
In this episode, we delve into the factors that led to a downturn in global markets in Q3. We gain insights from an experienced emerging markets portfolio manager on his top-performing stocks. A global equity manager shares potential opportunities in his universe. We also explore the challenges global corporates are facing and how to identify resilient ones. We conclude with an in-depth analysis of key global property trends and their potential impact in 2024.
Tune into this insightful podcast hosted by Investment Analyst, Andile Hlanti, for the latest updates on global markets.