Since the beginning of the year, investors have been bombarded with a litany of conflicting market commentary on where best to invest. The indicators themselves also seem to be pointing in opposing directions. For equities focused fund managers, there’s plenty of opportunity hidden within the world’s major indices. For fixed income investors, there’s more opportunity than ever before in bonds. In the end, everyone is talking their own book. And who can blame them? How else are they meant to attract investors’ hard-earned cash.
This week's guest is different. She’s completely independent and unrestricted by any investment management firm or asset class.Giselle Roux has 35 years of market experience. She’s worked for the likes of Merrill Lynch, Citigroup, JBWere and Escala Partners. Since 2019, she’s been providing independent advice to a handful of advisory groups.
In tomorrow's podcast, Roux will be providing her unfettered opinion on markets, where she is seeing opportunity, as well as why she believes global growth looks challenged from here.
Here's a preview of what you can expect.
Location & Timing: The rules of property investing
Making money from market falls
Investing through uncertainty
The Rules of Investing: The virus that affects all assets
The Rules of Investing: A bright future for growth investing
The Rules of Investing: Navigating the late cycle with Paul Moore
The Rules of Investing: Feast and Famine with Allan Gray
The Rules of Investing: How Alex Waislitz uncovers hidden gems
The Rules of Investing: Is Value Dead?
The Rules of Investing: Geoff Wilson and his love affair with LICs
The Rules of Investing: The Age of Longevity
The Rules of Investing: Peter Cooper’s next big idea
The Rules of Investing: Investing in a world of rising rates
The Rules of Investing: The Dividend Dilemma
The Rules of Investing - Global tech giants
The Rules of Investing: A housing correction, or a crash?
The Rules of Investing: The VC's perspective
The Rules of Investing: Bitcoin - The best bull market in finance
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