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. 

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Following another flat day for the JSE yesterday, Portfolio Manager, Meryl Pick, discusses the search for pockets of performance within this tepid environment; as well as the MTN share price compared to Vodacom and the implications of current negative economic data in response to recent civil unrest and broader structural issues plaguing the country. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week is an investment risk management view of the recent corporate developments at Naspers following a significant drop in short-term market share. 

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Portfolio Manager, Siboniso Nxumalo, shares his debut quarterly market perspectives, unpacking investment performance, fund positioning as well as key global and local themes at play.

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Following the JSE closing flat yesterday, Portfolio Manager, Arthur Karas, discusses the market impact of Chinese regulatory tightening to limit the dominance and influence of companies across a number of sectors, as well as the damage that regular lockdown restrictions continue to inflict on the liquor sector. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week is an investment note on Covid, the global vaccination rate and what the pause in trade reopening means for market recovery. 

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Against a backdrop of poor global market performance this week, Portfolio Manager, Siboniso  Nxumalo, unpacks how continuing Covid-19 challenges are concerning markets, as infections keep rising despite vaccine rollouts.  

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week a rational viewpoint of the current political developments unfolding in South Africa. Broadly, market reaction is relatively muted with no signs of panic selling. 

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Portfolio Manager, Peter Brooke, discusses the impact of this week’s national unrest on the markets and currency with Bruce Whitfield, and what the chaos says about the structural challenges facing South Africa.

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Portfolio Manager, Arthur Karas, talks latest market news on The Money Show, including Naspers and S&P500 performance, local market performers, and the impact of a possible extension of the current lockdown on the SA economy.

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