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
Popular Podcasts
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
)
My Favorite Murder is a true crime comedy podcast hosted by Karen Kilgariff and Georgia Hardstark. Each week, Karen and Georgia share compelling true crimes and hometown stories from friends and listeners. Since MFM launched in January of 2016, Karen and Georgia have shared their lifelong interest in true crime and have covered stories of infamous serial killers like the Night Stalker, mysterious cold cases, captivating cults, incredible survivor stories and important events from history like the Tulsa race massacre of 1921. My Favorite Murder is part of the Exactly Right podcast network that provides a platform for bold, creative voices to bring to life provocative, entertaining and relatable stories for audiences everywhere. The Exactly Right roster of podcasts covers a variety of topics including historic true crime, comedic interviews and news, science, pop culture and more. Podcasts on the network include Buried Bones with Kate Winkler Dawson and Paul Holes, That's Messed Up: An SVU Podcast, This Podcast Will Kill You, Bananas and more.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.