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Massive market moves: How will they shape the years ahead?
Manage episode 424754970 series 3581045
Contenido proporcionado por Allan Gray. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Allan Gray o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
2022 will probably be remembered for being the year of war and inflation, and the end of a decade of “free money” distorting markets. To put it in perspective, a passive 60:40 offshore balanced fund delivered probably its worst performance in US dollars in 100 years, sending a clear message to investors: Things have changed. Allan Gray chief investment officer, Duncan Artus, joins Tamryn Lamb, head of Retail, to unpack why the year was a turning point for markets and trends. They cover everything from AI and energy to cryptos and tech stocks, as they discuss our approach to navigating the risks and taking advantage of the opportunities that lie ahead. Was 2022 a secular turning point and if so, what does it mean for the years ahead? · Investment update: How to invest in a changing world
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