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With the recent global markets turmoil, driven by US President Donald Trump’s tariffs policies, questions are being asked about the future of US exceptionalism. In this episode of the No Ordinary Wednesday podcast, Annelise Peers, Chief Investment Officer at Investec Switzerland, and Richard Cardo, Portfolio Manager and Head of Single Manager Investments at Investec, who oversees the Investec Global Leaders Fund, discuss the implications of US economic policies, the shifting investment landscape, and the potential for growth in alternative markets.
Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what’s moving markets, shaping the economy, and changing the game for your wallet and your business.