Honest Money
Honest Money
The Future of Markets: Bonds, Japan’s Rise & South Africa’s Potential
In this episode of Honest Money, Warren Ingram and Rupert Hare, Head of Multi-Asset at Prescient, discuss the current state of global markets amidst political uncertainty and economic shifts. They explore historical parallels, the importance of valuations, and the need for diversification in investment strategies. The conversation highlights opportunities in fixed income, the rise of Japan as a market to watch, and the potential in South Africa despite its challenges.
Takeaways
- Valuations always count. They always, always count.
- You get paid to take risk in investments.
- Bonds are offering such good yields.
- Diversification literally is the only free lunch in investing.
- We're seeing a structural shift in Japan.
- Investors should look at South Africa more objectively.
- It's important to remain objective.
- You can get exposure to all of these asset classes at extremely low cost.
Learn more on how Prescient Investment Management can help you here.
Property expert Damian Collins explores strategies for building your property portfolio.
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