))
Holding steady when global markets are in flux
Manage episode 424754962 series 3581045
Вміст надано Allan Gray. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Allan Gray або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
The Investment teams at Allan Gray and Orbis have both been talking about the huge disparities in global valuations for some time. There are pockets of the market that are incredibly cheap, but many of the most popular regions and sectors are eye-wateringly expensive. For a moment last year, it seemed as though these disparities were beginning to narrow amid rising inflation and subsequent interest rate hikes. But in 2023, things snapped back. Bond yields have risen sharply, while the areas that tend to be most vulnerable to rising rates, such as technology, have counter-intuitively also continued to rise.
In this episode, Radhesen Naidoo, Allan Gray’s joint head of Institutional Clients and the client-servicing lead for Orbis in South Africa, hosts Orbis portfolio managers Alec Cutler and Ben Preston. As they move through world markets, they highlight many of the exciting opportunities for patient investors and explain how Orbis’s Global Equity and Global Balanced strategies differ in their approaches. Offshore investing · The magnificent middle · Orbis: Navigating market change
…
continue reading
In this episode, Radhesen Naidoo, Allan Gray’s joint head of Institutional Clients and the client-servicing lead for Orbis in South Africa, hosts Orbis portfolio managers Alec Cutler and Ben Preston. As they move through world markets, they highlight many of the exciting opportunities for patient investors and explain how Orbis’s Global Equity and Global Balanced strategies differ in their approaches. Offshore investing · The magnificent middle · Orbis: Navigating market change
20 епізодів
Поширити
