ออฟไลน์ด้วยแอป Player FM !
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.
Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.
Thanks for listening! Follow us on Linkedin.
321 ตอน
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.
321 ตอน
כל הפרקים
×ขอต้อนรับสู่ Player FM!
Player FM กำลังหาเว็บ