Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week he unpacks the recent State of the Nation Address (SONA) and macroeconomic indicators that bode well for company performance and emerging market currencies.

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Siboniso Nxumalo unpacks this week’s jittery markets driven by concerns around war in Russia and global inflation, as well as discussing the surprising strength of the rand and results from Shoprite, Spur, and Dis-Chem.

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Arthur Karas discusses the recent strong recovery seen in local markets and the underpin to this of the commodities sector, as well as drivers of the latest results from Telkom.

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Portfolio Manager, Peter Brooke, shares his investment perspectives and unpacks the expected long-term real returns for the next five years. Please click here to read more.

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Peter Brooke discusses recent stronger local market performance compared to global markets, as well as latest results from MTN and Massmart.

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Following a day of weaker local and global markets, Meryl Pick discusses market movement including the Richemont share price, performance from retailers such as Clicks and a pullback in commodity prices.

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week he unpacks recent market volatility and geopolitical events relating to how global and domestic investment themes are unfolding.

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week he expands on how clients’ funds are positioned for volatility and diversification into relevant markets for the year ahead.

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Siboniso Nxumalo discusses his views on the ongoing local market value uptick, set against a backdrop of rising global inflation concerns, Chinese rate cuts and rebounding consumer confidence.

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week he reflects on the year and its milestones that include vaccines, a relatively good performance in equities, recovery in property, and growing wealth for our clients. 

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