# Macro Monday Ep126: Slowing momentum in global equities

An episode of [Investec Focus Radio SA](https://invisiblenetwork.ai/podcast/1466036737), 3 Aug 2026, 9:51.

Audio: https://dts.podtrac.com/redirect.m4a/dl.iono.fm/epi/prov_374/epi_1703301_medium.m4a?p=rss

While global equities are up strongly over the last year, there’s been a clear slowing in momentum in the last six months. According to Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, this implies that much of the strong US earnings performance has been priced into the market. Investec Focus Radio SA

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