Global stock picking opportunities have broadened in a new tariff world: Amit Parmer
Update: 2025-08-06
Description
In Q2, there was a wider dispersion between the winners and the losers, says Amit Parmar investment specialist in J.P. Morgan Asset Management’s International Equity Group, which co-manages the STANLIB Global Select Fund’s strategy. In this podcast, he discusses the performance and adjustments made to the stocks within the global select portfolio, the team’s views on how these stocks will perform in the next quarter and how the fund has been positioned to take advantage in the current market environment. You can listen to the podcast here.
STANLIB is an authorized Financial Services Provider in terms of the FAIS Act and a registered representative Manager in terms of CISCA.J.P. Morgan Asset Management (UK) Limited is an offshore strategic partner to STANLIB Asset Management (Pty) Ltd and is authorised and regulated by the UK’s Financial Conduct Authority.
This content should not be construed as advice.
STANLIB is an authorized Financial Services Provider in terms of the FAIS Act and a registered representative Manager in terms of CISCA.J.P. Morgan Asset Management (UK) Limited is an offshore strategic partner to STANLIB Asset Management (Pty) Ltd and is authorised and regulated by the UK’s Financial Conduct Authority.
This content should not be construed as advice.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
1.0x
