NOW ep73: Global elections – an investor perspective
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With over 60 countries going to the polls in 2024, including South Africa, financial markets are keeping a close eye on developments worldwide. What does a historic year of global elections mean to investors? Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth shares his insights on what election outcomes matter most to markets, and how investors should navigate this time of uncertainty. Listen to the latest episode of our No Ordinary Wednesday podcast.
Podcast key moments:
00:00 – Introduction
01:24 – What are the key elections investors are watching and why?
02:49 – What strategies can investors employ to hedge against the ambiguity of
elections?
03:40 – Are bond markets concerned about the big election year?
05:05 – Are there any opportunities for investors?
06:07 - How will this historic year likely shape investment decisions for the medium and long term?
07:19 - What are some of the common mistakes investors make during a time of election anxiety or a period of uncertainty?
08:40 - What can we expect from the currency markets due to uncertainty and risk associated with elections in major economies?
11:02 - What economic indicators do you think are going to be impacted by the global elections?
12:14 – What is the impact of the US elections?
13:20 - Are there any market or investor concerns as South Africans head to the polls?
14:35 – Post elections, what are some of the economic missteps we should watch out for as a country?
16:05 – Staying the course during election uncertainty
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now
Podcast key moments:
00:00 – Introduction
01:24 – What are the key elections investors are watching and why?
02:49 – What strategies can investors employ to hedge against the ambiguity of
elections?
03:40 – Are bond markets concerned about the big election year?
05:05 – Are there any opportunities for investors?
06:07 - How will this historic year likely shape investment decisions for the medium and long term?
07:19 - What are some of the common mistakes investors make during a time of election anxiety or a period of uncertainty?
08:40 - What can we expect from the currency markets due to uncertainty and risk associated with elections in major economies?
11:02 - What economic indicators do you think are going to be impacted by the global elections?
12:14 – What is the impact of the US elections?
13:20 - Are there any market or investor concerns as South Africans head to the polls?
14:35 – Post elections, what are some of the economic missteps we should watch out for as a country?
16:05 – Staying the course during election uncertainty
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.
Read more on www.investec.com/now
