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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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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.

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