Portfolio Manager, Arthur Karas looks back at the past year for global and local markets, amidst the Covid-19 pandemic, low interest rates and rising inflation, and unpacks expectations for 2022.

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Peter Brooke looks at the JSE recovery this week following the discovery of the Omicron variant, as well as a bounce in the rand and performance from Nampak and banking shares.

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week he unpacks the importance of risk management in the investment process as new COVID variants emerge.

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Portfolio Manager, Arthur Karas, discusses the market bounce this week following a dive in performance triggered by the emergence of a new Covid-19 variant last Friday, as well as current activity in the platinum sector.

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Portfolio Manager, Peter Brooke, shares his latest investment perspectives, this week on emerging and developed market interest rate movements off the back of the SARB’s recent hike. 

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Siboniso Nxumalo shares his thoughts on the renomination of Fed chairperson, Jerome Powell; latest performance from Prosus, in relation to concerns around slowing Chinese growth; as well as Omnia and Netcare results

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Peter Brooke discusses the recently announced Heineken/Distell deal, within the context of diminishing JSE listings, as well as Shoprite’s rebound following the impact of Covid lockdowns and June’s civil unrest on the business.

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After a positive on the JSE on Monday, Meryl Pick discusses latest performance from the rand, as well as results from Richemont and Redefine and the disconnect that these highlight between the real economy and the markets.

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the highlights from the recent BCA conference that focused on risk management and holding well diversified portfolios geographically and by asset class. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on his participation and key investment insights related to asset classes and performance prospects at the recent BCA conference. 

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