Скачать или смотреть Bubble Trouble? Corion Capital on Markets Boiling Over

Welcome to State of the Nation Business Matters, proudly brought to you by Corion Capital.

In this episode, Mike Sham speaks with Simon du Plooy, Head of Asset Allocation at Corion Capital, about whether global markets are heating up to dangerous levels. Are we entering bubble territory? What does this mean for South African investors? And how should you position your portfolio as speculation runs high?

Key insights include:
1. Record highs in the S&P 500 and market concentration in the “big 10” tech stocks
2. Cheap money, rising debt, and speculation driving market froth
3. Lessons from the 1999 tech bubble are we repeating history?
4. What South African investors need to know about global risks and opportunities

Explore Corion Capital’s funds and the latest Corion Report at www.corion.co.za

Subscribe to State of the Nation for more cutting-edge discussions on business, markets, and the South African economy.