Episode
Macro Monday Ep122: Markets have a good first half of the year
- Podcast
- Investec Focus Radio SA
- Published
- Jul 6, 2026
- Duration seconds
- 543
- Processing state
not_requested- Canonical source
- https://iono.fm/e/1692662
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Summary
Despite the war in the Gulf, the last six months have been good for global equities. While the US market’s performance has been in line with the overall global performance, the standout has been South Korea, which, says Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, has helped emerging markets to outperform. Investec Focus Radio SA