
Markets are more concentrated than ever, and that changes the equation for investors. Siobhan Simpson uncovers the risks beneath the surface of major indices, from the Magnificent Seven to precious metals dominating the JSE, and explains why these conditions may be creating some of the most compelling opportunities for active management in years. Hosted on Acast. See acast.com/privacy for more information.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

#83 A very tight strait. Can oil get to $150?

#82 Who really controls the Fed?

#81 The 5% problem: why bonds are back in the conversation

#80 The art of sleeping when markets can't
Free AI-powered recaps of The Investment Perspective, with Ninety One and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.