What does 2025 hold for investment markets across the globe?
Each year our CEO Marc Ashton joins Simon Brown (JustOneLap, Moneyweb) and Keith McLachlan who is now the Chief Investment Officer at Integral Asset Management to host an annual podcast. Now into its 12th year, this podcast is popular with both professional and retail investors as it brings together 3 unique perspectives.
The format requires the participants to:
- Make 3 predictions across markets (equities, interest rates, commodities and even geopolitics)
- Predict whether the JSE Top 40 will be up or down
- Predict whether the Rand will be stronger or weaker over the next 12 months
“Only a fool would make predictions – especially about the future”
While we agree whole-heartedly with this quote from US baseball player Yogi Berra, the intent behind the podcast is to share some insights in an entertaining format.
That’s not to say that the participants don’t get it right a lot of the time with most averaging 3 out 5 correctly predicted on an annual basis. This year, they look at a variety of topics including:
- Gold
- Emerging Markets vs the US
- Donald Trump and Elon Musk
Our CEO Marc Ashton also correctly called the drop in ANC voter support in the 2024 elections to 40% – something which sounded outrageous at the time.
Give us your feedback!
Below is a link to the 2025 predictions podcast – give us your feedback in the comments.
Looking to integrate video into your 2025 content strategy?
With the South African business media landscape under pressure, we see video content as a key asset when looking at Investor Relations, Public Relations (PR) and business-to-business communications strategies.
We expect businesses to continue to invest in Owned Media assets which incorporates video and podcasting.
If you would like to discuss this as part of your 2025 strategy, please reach out to us.