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Global stock picking opportunities have broadened in a new tariff world: Amit Parmer

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In Q2, there was a wider dispersion between the winners and the losers, says Amit Parmar investment specialist in J.P. Morgan Asset Management’s International Equity Group, which co-manages the STANLIB Global Select Fund’s strategy. In this podcast, he discusses the performance and adjustments made to the stocks within the global select portfolio, the team’s views on how these stocks will perform in the next quarter and how the fund has been positioned to take advantage in the current market environment.

STANLIB is an authorised Financial Services Provider in terms of the FAIS Act and a registered representative Manager in terms of CISCA.

J.P. Morgan Asset Management (UK) Limited is an offshore strategic partner to STANLIB Asset Management (Pty) Ltd and is authorised and regulated by the UK’s Financial Conduct Authority.

This content should not be construed as advice.
6 Aug 2025 English South Africa Investing · Business News

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