Thanks for listening! Follow us on Linkedin.

Portfolio manager, Peter Brooke, shares his weekly perspectives, this week on the demand and supply dynamics of oil and its potentially volatile price in the long term. 

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, takes a closer look at the latest market performance, sharing insights on the implications of events in China currently, as well as on results from Raubex and Remgro. 

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Arthur Karas, unpacks the sustainability of the health of SA’s current account, as well as latest performance from Bidvest, RCL, AVI and Capitec.

Thanks for listening! Follow us on Linkedin.

Portfolio manager, Peter Brooke, shares his weekly perspectives, this week on the August performance numbers of notable funds in the South African context that are positioned for increased equity and company share exposure. 

Thanks for listening! Follow us on Linkedin.

Siboniso Nxumalo and Bruce Whitfield contemplate the future value of Bitcoin off the back of billionaire investor, John Paulson’s views, as well as stronger rand and bond performance, and Supergroup and Sun International results.

Thanks for listening! Follow us on Linkedin.

After an increasingly rare positive day on the JSE yesterday, Portfolio Manager, Meryl Pick, discusses identifying the overall trends driving the markets, as well as the sale of Massmart’s food division to Shoprite and latest performance from Bidvest, Murray and Roberts and Naspers. 

Thanks for listening! Follow us on Linkedin.

Portfolio manager, Peter Brooke, shares his weekly perspectives, sharing the importance of quality decision making in fund management as investors and clients navigate volatile markets. 

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his views on Sasol’s latest results and the role of ESG investing, as well as the challenge in finding opportunity as the market reaches a higher base level, and the selling down of Naspers following the share swap deal with Prosus. 

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, on the recent cabinet reshuffle and the way forward for policy continuity led by the new finance minister in rebuilding for the new economy. 

Thanks for listening! Follow us on Linkedin.