Magic Markets #99: What's happening in the UK?

Episode 99 October 26, 2022 00:32:01
Magic Markets #99: What's happening in the UK?
Magic Markets
Magic Markets #99: What's happening in the UK?

Oct 26 2022 | 00:32:01

/

Show Notes

In the latest episode with the team from Westbrooke Alternative Asset Management, Richard Asherson joined us from the UK to talk about market conditions on the ground. The UK has been extremely topical this year and macroeconomic challenges are felt in private and public markets.

Apart from asking whether his money was on Liz or the lettuce, we touched on a number of fascinating topics:

• What does it mean to look for asymmetrical returns in a debt-led structure?
• How do current rates in the UK compare to long-term averages?
• What are the impacts of inflation on dealmaking and debt in company structures?
• How do private company portfolios perform in this environment?
• To what extent are UK consumers and businesses under pressure?
• How does Westbrooke add value to partners?
• How do exit strategies evolve over time?

There’s a great deal to learn from this podcast.

For more information on Westbrooke’s alternative asset strategies, be sure to visit www.westbrooke.co.za to find out more. Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750.

Other Episodes

Episode 25

May 12, 2021 00:26:43
Episode Cover

Magic Markets #25: Wood from the Trees

With US markets facing incredible volatility under the realities of inflation and poor jobs data, much of the risk money has moved from equities...

Listen

Episode 6

December 16, 2020 00:17:52
Episode Cover

Magic Markets #6: Sustainable Investing

The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss the link between environmental sustainability, good corporate governance and successful long-term investing. ESG metrics are important...

Listen

Episode 80

June 15, 2022 00:38:29
Episode Cover

Magic Markets #80: Hot Stocks vs. Hot Air

In growth investing, you’re often buying a piece of technology that has the potential to become a wonderfully profitable commercial operation. Sometimes, these businesses...

Listen