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Macro Perspective 6 | Navigating a complex global economic landscape
Manage episode 399702025 series 2793305
In this podcast Peter Brooke advises against high conviction investment calls based solely on macro-outlook. Instead, he urges investors to seek opportunities where growth is improving, and prices are reasonable. Looking ahead, a new theme for 2024 emerges: rate cuts, already underway in emerging markets like Brazil, Colombia, and Hungary.
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300 jaksoa
Manage episode 399702025 series 2793305
In this podcast Peter Brooke advises against high conviction investment calls based solely on macro-outlook. Instead, he urges investors to seek opportunities where growth is improving, and prices are reasonable. Looking ahead, a new theme for 2024 emerges: rate cuts, already underway in emerging markets like Brazil, Colombia, and Hungary.
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.
Thanks for listening! Follow us on Linkedin.
300 jaksoa
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