Money Tree Investing28 Kesä 2024

The Future of Investing in International Markets with Jason Crawshaw

Today we welcome Jason Crawshaw from Polaris to talk about investing in international markets. Originally from South Africa, he is now a portfolio manager here. His journey's been a rollercoaster, from business school in the US to cutting my teeth in Johannesburg's equity market. Now, for over a decade, he's called Polaris home, focusing on global value. Lately, he is locked on international plays, whether it's established or emerging markets. Learn more about the future of investing in international markets! T

his week we discuss...

Jason's experience in the equity market, particularly in fundamental equity analysis, with a focus on cash flow generation.
How Jason's investment strategy revolves around discounted cash flow analysis, particularly focusing on maintenance cash flow adjusted for inflation.
Jason's preference for international markets over the US due to perceived value opportunities.
The dominance of the US in global equity markets and the potential overvaluation compared to other regions.
Regions like Europe and their economic challenges, energy concerns, and regulatory issues.
Emerging markets: past enthusiasm and current challenges, especially in China.
Africa as a frontier market with demographic advantages but also currency and governance challenges, making it difficult for equity investors.
The importance of capital allocation and shareholder returns, and the impact of management decisions on stock performance.

For more information, visit the show notes at https://moneytreepodcast.com/investing-in-international-markets-jason-crawshaw-629

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Megan Gorman | The Wealth Intersection
Phil Weiss | Apprise Wealth Management

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