Navigating the narrow global equity market

Update: 2023-06-21

Description

In this episode, Jacobus Oosthuizen and Nigel Barnes discuss the performance of global markets in 2023 - exploring the impact of tech stocks and the AI frenzy, and factors that have contributed to the performance of the Denker Global Equity Fund and the Denker Sanlam Collective Investments (SCI) Global Equity Feeder Fund this year. They also touch on our investment approach and some stock ideas and shed some light on the challenges and opportunities that lie ahead.

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In Channel

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Janus Henderson Investors on managing the hype in a world of fast moving technology

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Shane Tremeer on our 2021 successes and what we look forward to this year

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A review of our SA equity fund and ideas, and the platinum sector

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The prospects for South African small caps

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A look at LatAm fintechs and the future of global financials

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Global financials: returns, positioning and what’s next

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Kokkie Kooyman at 70: Reflections on his journey

2024-02-1515:42

Reflecting on 25 years of the Denker SCI Equity Fund

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Navigating the narrow global equity market

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Saving and investing: The power of starting early

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US banking crisis: What happened and what now?

2023-03-2825:59

Banks, blockchain and ‘swimming naked’

2023-02-0233:42

Feedback on some of SA’s largest financial institutions

2022-11-1521:48

Jacobus Oosthuizen on riding the global rollercoaster

2022-11-0816:20

Is it time to replace fear with FOMO?

2022-10-2016:48

Global financials: Does the market have some catching up do to?

2022-09-0622:47

Balancing risk and returns in the current environment

2022-09-0223:55

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Navigating the narrow global equity market

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Navigating the narrow global equity market

Nigel Barnes

Navigating the narrow global equity market