Portfolio Manager, Peter Brooke, discusses rising interest rates around the world recently, with SA being better protected than many emerging market peers and SA bonds looking more promising in this environment.

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Meryl Pick unpacks a fairly flat start to the week for markets, with Quilter being one of the only standout performers, off the back of rumours of potential M&A activity involving UK bank, Natwest.

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Siboniso Nxumalo unpacks the market response to growing fears of a global recession as all data continues to point to a significant economic slowdown, including specific local stock performance.

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The latest Perspectives update from Portfolio Manager Siboniso Nxumalo provides a look back at the quarter, as well as its market performance drivers, our own funds’ performance, and what to expect from the investment road ahead amid steadily rising inflation and interest rates.

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In his weekly Perspectives podcast, Peter Brooke discusses the Old Mutual Maximum Return Fund and its ability to invest in varying assets, its performance and how it is currently positioned against rising inflation.

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Arthur Karas discusses the JSE upswing yesterday, with softening expectations around the US rate hike and stimulatory talk from Chinese authorities in the face of a looming property crisis, boosting mining and cyclical stocks.

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As increased load shedding continues to besiege SA, Peter Brooke discusses government real asset investment, unpacking the varying levels by developed countries around the world and highlighting how South Africa is lagging woefully behind.

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Peter Brooke discusses the possibility of a protracted commodities sector and the outlook for a broader local bear market, within the context of global market performance.

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Meryl Pick takes a closer look at the JSE’s positive performance this week, led by the resources sector, while the market keeps an eye on data coming out of the US.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week presenting highlights from the biannual five year expected real returns update that shows overall improved returns for global and local asset classes.

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