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MoneywebNOW interview - Victor Mupunga

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Manage episode 412607764 series 2898930
Content provided by Old Mutual. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Mutual or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The business cycle is a key framework for understanding economic fluctuations and is often widely used to guide asset and sector allocation decisions for investors. However, debates often arise regarding the precise stage at which an economy finds itself, particularly when economic data presents mixed signals. Listen as Victor Mupunga, Head of Research at Private Clients by Old Mutual Wealth and Simon Brown, discuss the mixed economic signals in the US and the local economy and outlines our investment approach focused on constructing well-balanced portfolios of high-quality, resilient businesses.

  continue reading

43 episodes

Artwork
iconShare
 
Manage episode 412607764 series 2898930
Content provided by Old Mutual. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Old Mutual or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The business cycle is a key framework for understanding economic fluctuations and is often widely used to guide asset and sector allocation decisions for investors. However, debates often arise regarding the precise stage at which an economy finds itself, particularly when economic data presents mixed signals. Listen as Victor Mupunga, Head of Research at Private Clients by Old Mutual Wealth and Simon Brown, discuss the mixed economic signals in the US and the local economy and outlines our investment approach focused on constructing well-balanced portfolios of high-quality, resilient businesses.

  continue reading

43 episodes

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