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📢 Global Market Insights with Reza Fakie 🎧

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Manage episode 465241010 series 2793305
Content provided by Old Mutual Investment Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Mutual Investment Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Listen in as Reza Fakie, Portfolio Manager of the Old Mutual Global Managed Alpha Equity Fund, shares insights on what’s shaping global markets in 2025. He also analyses emerging markets vs developed markets, and where opportunities lie.

🔹 US and China led global returns in 2024
🔹 Large caps, momentum, and growth dominated
🔹 Emerging markets' growing influence
🔹 Market disruptions to watch in 2025

Thanks for listening! Follow us on Linkedin.

  continue reading

335 episodes

Artwork
iconShare
 
Manage episode 465241010 series 2793305
Content provided by Old Mutual Investment Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Mutual Investment Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Listen in as Reza Fakie, Portfolio Manager of the Old Mutual Global Managed Alpha Equity Fund, shares insights on what’s shaping global markets in 2025. He also analyses emerging markets vs developed markets, and where opportunities lie.

🔹 US and China led global returns in 2024
🔹 Large caps, momentum, and growth dominated
🔹 Emerging markets' growing influence
🔹 Market disruptions to watch in 2025

Thanks for listening! Follow us on Linkedin.

  continue reading

335 episodes

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