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

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Portfolio Manager, Siboniso Nxumalo, discusses a quiet start in the markets this week, including latest activity from Aspen and Altron, as well as the current oil price in relation to ESG and supply and demand drivers. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week focusing on how Australia benefitted from the Chinese property boom and the cyclical impact of slow property starts in 2022 post the Evergrande collapse. 

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Portfolio Manager, Meryl Pick, discusses latest market news including performance from Dis-chem, as well as comments from Shoprite indicating concerns over inflation and rising food prices.

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Portfolio Manager, Peter Brooke, discusses the stronger market performance that started off the week – driven by a commodities rebound – as well as the issue of global inflation and the value of SA assets. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the performance highlights at a share and sector level from Q3 that gave rise to opportunities for global investors.

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Arthur Karas discusses the drivers behind the slight uptick in local markets this week – with a bounce in tourism-linked stocks following SA being removed from the UK’s red list – as well as the market outlook for the remainder of the year 

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In his latest Perspectives podcast, Portfolio Manager, Peter Brooke, unpacks his views on the outlook for the Chinese property market amid the current crisis involving Chinese property developer, Evergrande. 

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With talk of the Fed hiking US interest rates, Portfolio Manager, Siboniso Nxumalo, discusses the role of the current supply and demand of oil in driving up inflation, as well as the impact of rising inflation and slowing Chinese growth on local markets.

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the investment themes playing  out in the South African economy and how the local equity market stacks up in a global context. 

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