Portfolio Manager, Meryl Pick, discusses the latest volatility in the markets and navigating the challenging environment of rising inflation and interest rates.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspective, with a bearish view on the UK economy, considering the toxic mix of higher house prices, low unemployment and higher government spending that the country is currently facing.

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Portfolio Manager, Arthur Karas, takes a closer look at the positive showing from the markets yesterday, off the back of optimistic expectations around the US inflation print this week.

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Portfolio Manager, Peter Brooke, discusses pleasing performance from Bidvest this week and the implications of their offshore exposure, as well as performance from AVI and RCL in the food producers sector.

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Portfolio Manager, Meryl Pick, unpacks the sharp global market selloff this week following Fed Chairman, Jerome Powell’s hawkish comments in his Jackson Hole symposium speech last week.

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Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, this week looking at global currencies through the lens of seeking the best country to holiday outside of SA currently.

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Portfolio Manager, Arthur Karas, discusses the fairly significant selloff in local markets yesterday, off the back of the Fed’s re-affirmation of its commitment to keep inflation under control by keeping rates high.

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Peter Brooke shares his latest macro perspectives, this week analysing the rationale for recent rate cuts in China and the investment opportunities that this environment is creating.

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Siboniso Nxumalo discusses the latest market news of the week, unpacking results and performance drivers from Absa and Thungela Resources.

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Portfolio Manager, Peter Brooke, discusses the impact of higher-than-expected US employment numbers on local markets and the macroeconomic knock-on effect. 

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