Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week unpacking the impact of the Fed’s rate hike cycle on emerging markets like South Africa, asset prices and investment diversification efforts. 

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week unpacking numerous drivers behind the decline in the Naspers share price on the JSE and its strategic underweight positioning across the fund range.

Thanks for listening! Follow us on Linkedin.

Siboniso Nxumalo and The Money Show’s Bruce Whitfield unpack further plummeting performance from Naspers and Prosus this week, as well as good returns from Absa and Sun International.

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week navigating market uncertainty driven by the Russian war in Ukraine and its effect on growth, inflation as well as investment plans.

Thanks for listening! Follow us on Linkedin.

Arthur Karas unpacks latest market performance, driven by solid commodity prices and a strong rand, which puts local markets in a better position than that of global markets currently.

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week focusing on the low fund exposure to Russia as the conflict unfolds and the benefits for local investors from recent exchange control updates.

Thanks for listening! Follow us on Linkedin.

Looking at recent market developments, Peter Brooke unpacks the latest results from Bidvest, as well as the implications of Russia’s invasion of Ukraine and what this will mean for local companies such as Mondi.

Thanks for listening! Follow us on Linkedin.

Our 7th edition of the TOMORROW publication focuses on responsible investing where we explore themes that we believe are integral to attaining sustainable long term growth, and long term systemic risks and opportunities that will impact our industry. It comprises a series of essays by highly respected local and global thought leaders and key role players including asset owners, consultants, asset managers, economists, advocacy groups, and government representatives, some of which you’ll hear from in this podcast. 

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Siboniso Nxumalo, shares his quarterly perspectives unpacking global and local themes as well as investment performance that affected fund positioning. 

Thanks for listening! Follow us on Linkedin.

Following a shaky start to the week, Meryl Pick discusses what currently has markets spooked, including rising tensions in Europe and plunging prices for Tencent, Naspers and Prosus driven by renewed fears around Chinese regulations.

Thanks for listening! Follow us on Linkedin.