))
26. Are global investors dependent on great expectations?
Manage episode 487247586 series 3581045
Content provided by Allan Gray. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Allan Gray 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.
Global investors have been on a rollercoaster ride in the wake of President Trump’s announcement of an array of reciprocal tariffs which rocked global stock markets, initially sending US shares tumbling and then rebounding as investors hung onto news headlines as a key determinant of prices. But prices shouldn’t be confused with value, and the extreme volatility serves as a stark reminder to investors that paying a premium for optimism is dangerous and hefty price tags should be interrogated. In a wide-ranging conversation, Institutional Clients manager Horacia Naidoo-McCarthy and Rob Perrone, a senior investment specialist at our offshore partner, Orbis, explore the current global investment universe, explain why “great expectations” appear to be baked into markets and discuss many of the compelling opportunities in less popular markets. Orbis Global Balanced: Defensively positioned to deliver long-term returns · The conflict between price and fundamentals
…
continue reading
26 episodes
Share
