How can investors position their portfolios to benefit from the higher inflationary environment?
M4A•Episod hem
Manage episode 424755374 series 3581044
Innehåll tillhandahållet av Kaya 959. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Kaya 959 eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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 episoder