2022 is clearly a stock picker’s market. The days of throwing darts and making money are behind us. With that in mind, the hosts decided to talk through some of the current themes in the market and what it means for their portfolios.
Covering a wide variety of topics ranging from Russia and Barloworld through to Bitcoin and the great Tesla vs. Ford debate, this episode of Magic Markets is your invitation to be part of a trading room-style discussion about the top-of-mind issues in the markets.
In this episode of Magic Markets, we talked about the “capital stack” in corporates and how they blend debt and equity into a capital...
Four weeks into the war in Iran, the numbers tell a stark story around the risks for equity plays in regions like the UAE....
There’s nothing more topical than ESG. There’s also nothing more complicated and politically sensitive on the global stage. With COP 26 taking place soon...
