OAM Market Review Podcast
The global markets outlook for 2024. Nick Downing, CEO, shares the global highlights from various sources. Sean Fitzpatrick, Investment Analyst, shares with us South African updates.
Episodes
Nick Downing, CEO, discusses Trump's latest political decisions and how the bond yields, and other global regions, are affected. Sean Fitzpatrick, Investment Analyst, summarises South Africa's budget updates, considering there's no VAT increase at this point in time. Overberg Asset Management is an authorised FSP: 783. Disclaimer applies. www.overberg.biz.
Nick Downing, CEO, reviews Q1 market performance, noting US growth fears due to tariffs and policy uncertainty. What to do for Q2 and Q3? Nick has a few recommendations. Sean Fitzpatrick, Investment Analyst, provides updates on South Africa's slightly improved PMI and the SA Budget 2.0 proposal with VAT adjustments.
In this global market review, Nick Downing, CEO, discusses a summary of the global financial markets, and analyses the US trade tariff policy. In the local economic update, Sean Fitzpatrick, Investment Analyst, covers key market indicators.
In this global market review, Nick Downing, CEO, discusses the outlook for global financial markets based on top research and he breaks down the current shift in the AI landscape. In the local economic update, Sean Fitzpatrick, Investment Analyst, covers key market indicators, while also discussing the potential impact of US policies on South Africa’s economy.
In this global market review, Nick Downing discusses various risks to the market in 2025, including a potential global trade war, inflation, fiscal missteps, and a stock market bubble. Werner Erasmus provides an update on the local market, noting low inflation, potential interest rate cuts, and a positive outlook for South African equities and bonds.
In this global market review, Nick Downing discusses the outlook on U.S. equities, small caps, and bond yields. Werner Erasmus discusses South African statistics.
Chapters: 02:20 MRB Forecast for 2025 06:40 Alpine Macro Asset Allocation 10:01 It's Not All About Trump 15:57 South African Review
Nick Downing, CEO, and Carel La , COO, answer the question whether the U.S. elections have a significant impact on the financial markets and discuss:
- Global economic & market review for Q3
- Economic & market expectations 2025
- Projected asset class returns
- OAM global portfolios Q3
In this global market review, Nick Downing discusses the outlook on monetary easing in the U.S. and China's stimulus announcement. Sean Fitzpatrick discusses South African economic data.
Subscribe to our mailing list: http://bit.ly/3J2bjVz . Please speak to our Wealth Managers before making any financial decisions: https://overberg.biz/contact/. *Overberg Asset Management accepts no responsibility or liability for any loss arising from the use of or reliance placed upon the material presented in this Market Review. Overberg Asset Management (Pty) Ltd. is an authorised FSP: 783.
The global markets outlook for June 2024. Nick Downing, CEO, shares the global highlights from various sources. Sean Fitzpatrick, Investment Analyst, shares with us South African updates. Please speak to our Wealth Managers before making any financial decisions. Overberg Asset Management (Pty) Ltd. is an authorised financial services provider: 783
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