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July may have been start of market’s Great Rotation back to value, SA - Bacher

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Manage episode 431852758 series 2605825
Content provided by BizNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BizNews 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.
In our regular wrap of the past month’s performance of investment markets, Corion’s David Bacher explains why history may show the past 31 days were a major watershed, with value-driven investments taking over from growth. He unpacks the implications of a Great Rotation, which would help South African equities and resources in particular and drop relative returns from the US’s Big Tech stocks, which have outperformed for some years. Bacher spoke to BizNews editor Alec Hogg.
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1145 episodes

Artwork
iconShare
 
Manage episode 431852758 series 2605825
Content provided by BizNews. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BizNews 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.
In our regular wrap of the past month’s performance of investment markets, Corion’s David Bacher explains why history may show the past 31 days were a major watershed, with value-driven investments taking over from growth. He unpacks the implications of a Great Rotation, which would help South African equities and resources in particular and drop relative returns from the US’s Big Tech stocks, which have outperformed for some years. Bacher spoke to BizNews editor Alec Hogg.
  continue reading

1145 episodes

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