In this episode, we welcome Peter Oppenheimer from Goldman Sachs, to discuss the challenging investment landscape. In this highlight video here, he explains why he doesn't believe the current downturn will be severe.
In the full interview, he unpicks the inflation debate, reviewing rates and the emergence of opportunities in fixed income, before discussing equity markets.
He then explains why active management is back, why value versus growth discussions are too simplified and the likely character of this bear market.
Finally Peter discusses the commodity supercycle, localisation of production and to quote Ian Dury, “reasons to be cheerful” in the medium term!
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All content on the Money Maze Podcast is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions. Guests and presenters may have positions in any of the investments discussed.
