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📊 Global Markets in February: Key Insights with Investment Analyst Sehrish Khan

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Manage episode 468708308 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.

📉 US equities: Reached an all-time high on Feb 19 before declining due to inflation worries and weak economic data.

🇪🇺 Europe’s strength: European equities outperformed, gaining 13% YTD, supported by strong economic data and improving energy dynamics.

🏅 Gold’s surge: Up 10% this year, reflecting investor demand for safe-haven assets amid geopolitical uncertainty.

🇿🇦 SA market trends: Positive performance, mainly driven by Naspers and Prosus, thanks to Tencent’s strength and renewed interest in Chinese tech.

⚖️ Political developments: SA’s budget speech delay and load shedding underscored ongoing risks, though the rand remained stable.

🎯 Investment takeaway: Market uncertainty and regional divergence highlight the importance of risk management.

Thanks for listening! Follow us on Linkedin.

  continue reading

335 episodes

Artwork
iconShare
 
Manage episode 468708308 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.

📉 US equities: Reached an all-time high on Feb 19 before declining due to inflation worries and weak economic data.

🇪🇺 Europe’s strength: European equities outperformed, gaining 13% YTD, supported by strong economic data and improving energy dynamics.

🏅 Gold’s surge: Up 10% this year, reflecting investor demand for safe-haven assets amid geopolitical uncertainty.

🇿🇦 SA market trends: Positive performance, mainly driven by Naspers and Prosus, thanks to Tencent’s strength and renewed interest in Chinese tech.

⚖️ Political developments: SA’s budget speech delay and load shedding underscored ongoing risks, though the rand remained stable.

🎯 Investment takeaway: Market uncertainty and regional divergence highlight the importance of risk management.

Thanks for listening! Follow us on Linkedin.

  continue reading

335 episodes

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