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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.
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The US election’s ripple effect: How Trump’s victory could impact South Africa

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Manage episode 448908681 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 episode Jason Swartz Portfolio Manager at Old Mutual Investment Group, provides an insightful analysis of Donald Trump's return to the White House and its potential implications for markets, especially in South Africa. With the US Senate now in Republican hands, Trump's approach is likely to be inflationary, heightening global interest rates and strengthening the dollar — a challenging environment for emerging markets.

But there’s a silver lining: Jason discusses how South Africa’s own growth drivers and structural reforms may support the country’s economy in navigating these global pressures. Listen in as he offers guidance on staying focused on fundamentals and investing for the long term amid the uncertainty.

Thanks for listening! Follow us on Linkedin.

  continue reading

320 episode

Artwork
iconBagikan
 
Manage episode 448908681 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 episode Jason Swartz Portfolio Manager at Old Mutual Investment Group, provides an insightful analysis of Donald Trump's return to the White House and its potential implications for markets, especially in South Africa. With the US Senate now in Republican hands, Trump's approach is likely to be inflationary, heightening global interest rates and strengthening the dollar — a challenging environment for emerging markets.

But there’s a silver lining: Jason discusses how South Africa’s own growth drivers and structural reforms may support the country’s economy in navigating these global pressures. Listen in as he offers guidance on staying focused on fundamentals and investing for the long term amid the uncertainty.

Thanks for listening! Follow us on Linkedin.

  continue reading

320 episode

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