Uploaded August 2026 | Updated September 2026, 2 weeks ago
While global equities are up strongly over the last year, there’s been a clear slowing in momentum in the last six months. According to Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, this implies that much of the strong US earnings performance has been priced into the market. Investec Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)
While global equities are up strongly over the last year, there’s been a clear slowing in momentum in the last six months. According to Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, this implies that much of the strong US earnings performance has been priced into the market. Investec Focus Radio SA (investec.com/en_za/focus/investec-focus-radio-podcasts.html)
