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.
Listen on:
Episodes
Friday Apr 04, 2025
Friday Apr 04, 2025
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.
Friday Mar 07, 2025
Friday Mar 07, 2025
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.
Friday Feb 07, 2025
Friday Feb 07, 2025
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.
Friday Jan 10, 2025
Friday Jan 10, 2025
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.
Thursday Dec 05, 2024
Thursday Dec 05, 2024
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 202506:40 Alpine Macro Asset Allocation10:01 It's Not All About Trump15:57 South African Review
Tuesday Nov 05, 2024
Tuesday Nov 05, 2024
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
Thursday Oct 03, 2024
Thursday Oct 03, 2024
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.
Friday Jul 05, 2024
Friday Jul 05, 2024
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.
Friday Jun 21, 2024
Friday Jun 21, 2024
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
Market Review Podcasts
Disclaimer: Information and opinions presented in this Market Review were obtained or derived from public sources that Overberg Asset Management believes are reliable but makes no representations as to their accuracy or completeness. Any opinions, forecasts or estimates herein constitute a judgement as at the date of this Market Review and should not be relied upon. There can be no assurance that future results or events will be consistent with any such opinions, forecasts or estimates. Furthermore, 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 financial services provider: 783.