Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing this week on the vicious circle sparked by Liz Truss’s tax cuts, which put liability-driven investments under pressure – ultimately leading to political change.

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Portfolio Manager, Siboniso Nxumalo, unpacks his views on market activity from the third quarter, sharing key insights for the period, such as the implications of the strength of the US dollar. 

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Portfolio Manager, Meryl Pick, discusses a weaker market yesterday, driven largely by the fall of Naspers and Prosus shares following the news of Chinese president Xi Jinping’s re-election this week.

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Portfolio Manager, Peter Brooke, offers his latest Macro Perspectives, this week looking at the chaos in the UK bond market following the Liz Truss administration’s disastrous tax cut proposals, and how our own local bond market currently stacks up.

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Portfolio Manager, Siboniso Nxumalo, unpacks the strong start to markets across the board this week, driven by a surge of optimism around peaking inflation and interest rates.

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Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, comparing the game of Poker with investing, when it comes to the art of  skilled decision-making.

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Arthur Karas discusses some positive investment activity in the market this week amid the headwinds facing the country’s foreign investment drive, as well as encouraging performance from Sappi and Mondi.

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Portfolio Manager, Meryl Pick, unpacks her thoughts on the news that Prosus has cancelled its R85 billion deal to buy Indian company, Billdesk, and the role of the current market environment in this decision.

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Peter Brooke discusses the slightly more tempered markets that started out the week, as well as the question of whether opportunities in UK assets are starting to present themselves as the pound reaches record lows. 

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Portfolio Manager, Peter Brooke, shares his latest Perspectives, unpacking his ongoing experience of the UK market and his observation of how reduced supply – based on post-Covid capacity that can’t keep up – continues to drive up inflation.

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