Does JSE comeback signal a shift in foreign investor sentiment?

--:--
Jason Swartz of the Old Mutual Investment Group provides a pulse check of the market and shares his views on whether the JSE's recent rally marks a shift in foreign investment sentiment. Amid fears of a US recession, Swartz also provides insights into how an actual recession could play out in the local markets, plus the impact the US election outcomes could have in shaping the global economy.
29 Aug English South Africa Business

Other recent episodes

Episode 3: Who are the real ESG stakeholders – Employees, investors, or customers?

Welcome back to the Sanlam ESG Barometer Series. Today, we're diving into a pivotal question: 'Who are the real ESG stakeholders—employees, investors, or customers?' This conversation is crucial as businesses navigate their ESG strategies and seek to understand who their true partners are in this journey. With stakeholder expectations evolving…
8 Nov 18 min

Episode 2: Accounting for Sustainability - What is it and why do we need it?

Welcome to episode 2 where we continue our journey into the findings from the 2024 Sanlam ESG Barometer. In this episode we explore the question, 'What exactly is Accounting for Sustainability?' and delve deeper into why it is absolutely essential for businesses in the modern economy. If we are serious…
29 Oct 14 min

Debunking myths: flawed beliefs in the local, offshore and currency markets

Market participants often hold long-standing beliefs that, while deeply ingrained, are fundamentally flawed, and can significantly impact their investment strategies and decision-making. PSG Wealth’s chief investment officer Adriaan Pask examines a few prevalent misconceptions to uncover the truth, and help investors navigate the complex financial landscape.
22 Oct 22 min