Capital goods podcast series

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Head of capital goods equity research, Ben Bourne, hosts a regular podcast discussing the current themes and sub-sectors surrounding the industrials sector.
29 Jun 2020 English South Africa Business

Other recent episodes

S04 Ep15 Energy Market Update: Where do things stand after the US action?

Political uncertainty in Venezuela has resurfaced as a risk factor for oil markets, with US intervention and mixed signals around a leadership transition driving short-term price volatility. Despite this, Venezuela’s constrained and sanctioned production limits its immediate impact on global supply. Please note: this podcast is provided for information purposes…
5 Jan 4 min