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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.

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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.

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Market Review Podcast April 2025

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