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Macro Perspective 6 | Navigating a complex global economic landscape

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Konten disediakan oleh Old Mutual Investment Group. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Old Mutual Investment Group atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this podcast Peter Brooke advises against high conviction investment calls based solely on macro-outlook. Instead, he urges investors to seek opportunities where growth is improving, and prices are reasonable. Looking ahead, a new theme for 2024 emerges: rate cuts, already underway in emerging markets like Brazil, Colombia, and Hungary.
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.
Thanks for listening! Follow us on Linkedin.

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304 episode

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iconBagikan
 
Manage episode 399702025 series 2793305
Konten disediakan oleh Old Mutual Investment Group. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Old Mutual Investment Group atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this podcast Peter Brooke advises against high conviction investment calls based solely on macro-outlook. Instead, he urges investors to seek opportunities where growth is improving, and prices are reasonable. Looking ahead, a new theme for 2024 emerges: rate cuts, already underway in emerging markets like Brazil, Colombia, and Hungary.
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.
Thanks for listening! Follow us on Linkedin.

  continue reading

304 episode

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