in his latest Macro Perspectives Peter Brooke shares his thoughts on a geopolitical talk on the reframing away from a “US versus China” world, the dominance of China in Africa, Africa's growing population, and the ever-present electricity crisis.

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 Meryl Pick shares her insights on how the markets behaved yesterday, the pressures in the property sector, such as the impact of diesel costs on retail shares, and the choices retailers need to make between protecting margins versus maintaining market share.

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In his latest Macro Perspectives, Peter Brooke reflects on the impact of the US First Republic Bank bankruptcy, the six interest rate hikes globally as we ended April, and his concerns around recent data releases.

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In his quarter one 2023 market update, Siboniso Nxumalo, Chief Investment Officer, talks about two themes: a desynchronised world and South African cycle slow, as he puts our fund performance in perspective. At this moment, we're seeing a high risk of a US recession, and China reopening. While remaining optimistic about South Africa, we're seeing a slowdown cycle.

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Arthur Karas, reflects on yesterday's top performers, which suggest the kind of environment people are looking for - protection from volatility and access to benefit from opportunities.

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In this week's Macro Perspective podcast, Peter Brooke highlights key findings from an academic paper on companies producing net wealth from stock markets in the last 30 years, by Hendrik Bessembinder. Peter believes that the winners over the last 30 years won't be the winners in the next 30.

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Siboniso Nxumalo, Chief Investment Officer at Old Mutual Investment Group, touches on the story of the day; Naspers and Prosus, both closing by just about 4%, and how a company like Altron is becoming really difficult to run in a country like South Africa. 

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Meryl Pick discusses the news around OPEC+ and the impact on oil production and price. Although their trading update was flat, the Pick and Pay share price is up, signaling the first sign that negative newsflows are included in the price. And as a long-term investor one must take cognisance of this. 

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Prioritising financial stability beyond growth, the SARB surprised with a 50 basis points rate hike. 

According to Peter Brooke, the catch up is justified given that SA lagged most central banks over the last three years. Currently, the JSE is driven by global shares rather than domestically oriented shares.

In this environment it is important to stick to your long-term investment plan and maximise tax free savings.

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Peter Brooke unpacks recent market activity, with both local and global markets looking calmer this week than the turbulent period we saw last week, which was driven by concerns around a global banking crisis.

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