Highlights: • Credit spreads are tightening—even as risk rises • What’s driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo’s approach to building better fair value models Thanks for listening! Follow us on Linkedin.
All content for Invest with Perspective is the property of Old Mutual Investment Group and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Highlights: • Credit spreads are tightening—even as risk rises • What’s driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo’s approach to building better fair value models Thanks for listening! Follow us on Linkedin.
🎧 Listen to Portfolio Manager Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he unpacks the anticipated market volatility driven by Donald Trump’s policies. Trump’s inauguration is scheduled for later this month. Peter also highlights the strong performance of the South African equity market in 2024 and gives insights into his stock pick, Sun International. Thanks for listening! Follow us on Linkedin.
Invest with Perspective
Highlights: • Credit spreads are tightening—even as risk rises • What’s driving demand in a weak-growth environment • How auction dynamics and bank guidance skew pricing • Fair value vs. mark-to-market: Why it matters to investors • Intengo’s approach to building better fair value models Thanks for listening! Follow us on Linkedin.
