))
How can investors position their portfolios to benefit from the higher inflationary environment?
Manage episode 424755374 series 3581044
Sisällön tarjoaa Kaya 959. Kaya 959 tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
GUEST – Tim Acker, portfolio manager at Allan Gray Summary:
As inflation in developed markets remains at elevated levels, interest rate increases have become a pressing issue. There is much debate on whether higher rates will lead to a slowdown significant enough to tip the global economy into recession. Either way, the repricing of risk and liquidity will eventually find its way into the real economy. Against this, how should equity investors consider positioning their portfolios to benefit from the current environment? Tim Acker, portfolio manager at Allan Gray, joins Kaya Biz to discuss the global risks that currently exist and why local opportunities are more attractive at present. Kaya 959
…
continue reading
As inflation in developed markets remains at elevated levels, interest rate increases have become a pressing issue. There is much debate on whether higher rates will lead to a slowdown significant enough to tip the global economy into recession. Either way, the repricing of risk and liquidity will eventually find its way into the real economy. Against this, how should equity investors consider positioning their portfolios to benefit from the current environment? Tim Acker, portfolio manager at Allan Gray, joins Kaya Biz to discuss the global risks that currently exist and why local opportunities are more attractive at present. Kaya 959
76 jaksoa
Jaa
