Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
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.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
The Money Show | The South African consumer has little spending power; we need rate cuts
MP3•Episode home
Manage episode 434141170 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.
In this podcast Portfolio Manager Peter Brooke discusses the South African market volatility and potential rate cuts. The key takeouts are:
- Market volatility driven by macroeconomic data and inflation expectations.
- Misallocation of capital in write-downs across companies.
- Cost pressure on South African companies, need rate cuts to boost consumer spending.
- Emerging market countries, including South Africa, may cut interest rates in advance of US action.
Thanks for listening! Follow us on Linkedin.
335 episodes
MP3•Episode home
Manage episode 434141170 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.
In this podcast Portfolio Manager Peter Brooke discusses the South African market volatility and potential rate cuts. The key takeouts are:
- Market volatility driven by macroeconomic data and inflation expectations.
- Misallocation of capital in write-downs across companies.
- Cost pressure on South African companies, need rate cuts to boost consumer spending.
- Emerging market countries, including South Africa, may cut interest rates in advance of US action.
Thanks for listening! Follow us on Linkedin.
335 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.