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Investment professional Linda Eedes and portfolio manager Wim Murray provide an analysis of the opportunities and challenges in the South African equity market.
(00:06) - Introduction to Government of National Unity (GNU)
(01:44) - Factors needed for growth
(04:02) - Expectations around interest rate cuts
(08:48) - Implementation of the two pot pension system
(10:08) - Overview of portfolio changes
By Foord Asset ManagementInvestment professional Linda Eedes and portfolio manager Wim Murray provide an analysis of the opportunities and challenges in the South African equity market.
(00:06) - Introduction to Government of National Unity (GNU)
(01:44) - Factors needed for growth
(04:02) - Expectations around interest rate cuts
(08:48) - Implementation of the two pot pension system
(10:08) - Overview of portfolio changes