Portfolio Manager Peter Brooke explains why he doesn’t believe that history will be repeated following  the failure of Silicon Valley Bank, and that concerns over another global financial crisis are unjustified.

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Neelash Hansjee unpacks the ongoing global banking rout following the implosion of Silicon Valley Bank (SBV) last week, as well as the implications for local banks.

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In his latest Macro Perspectives podcast, Peter Brooke discusses the contents of recently published book ‘The Powerful and the Damned’ by ex-Financial Times editor Lionel Barber, which highlights how little we can see into the future.

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Neelash Hansjee discusses this week’s stellar results from Bidvest that surprised the market, as well as performance from RCL – including its plans to offload its poultry and logistics businesses – and AVI.

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In his latest Macro Perspectives, Peter Brooke dissects the eventful news week last week, following a market-friendly Budget, SA’s greylisting and the revelations by Andre de Ruyter of entrenched corruption syndicates operating within Eskom.

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Portfolio Manager, Meryl Pick, discusses a recovery day in the markets yesterday, led by rand hedge stocks, as well as opportunities in the retail sector that could be created by Government’s solar energy tax incentives.

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Peter Brooke breaks down latest market performance, with Mpact results illustrating the energy production opportunity for the private sector, as well as Anglo American Platinum and the question mark around future commodities-driven revenue for the fiscus.

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Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the crisis of execution currently facing the ANC government, as illustrated by SONA last week and the lack of investment in recent years.

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Portfolio Manager, Arthur Karas, covers the positive day in the markets yesterday, despite Moody’s expressing concern over SA’s energy woes and the currency falling in response. 

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In his latest Macro Perspectives, Peter Brooke covers the opportunities created by migrant labour in the UAE and the opportunity costs to economies such as Russia, the UK and SA, who are losing human capital.

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