Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week is a summary of the long-term investment themes and global risks that outline fund positioning and capital allocation for clients into the future. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week applying an investment lens to historical leadership patterns across markets and why South Africa’s constitution remains strong. 

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As Government’s Level 4 lockdown measures played havoc with retail, entertainment, hospitality and property stocks, Portfolio Manager, Meryl Pick, discusses the Covid third wave implications and finding market opportunities in this environment. 

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In his latest weekly Perspectives note, Peter Brooke discusses how the lack of funds in the fiscus is creating private investment opportunities, as seen in the recent announcements on SAA and energy generation. 

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With the Fed turning hawkish last week, Peter Brooke discusses the drivers of a dip in local equities, as well as the US Treasury rate, Prosus and Naspers’ results, and their share swap plans. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on South Africa’s potential as an investment destination on the back of recent positive economic data and announcements from the presidency. 

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Arthur Karas discusses the market activity dominating the start of the week, including a dip in the rand; stronger performance from the SA insurance, retail and banking sectors; the sale of Alexander Forbes’s retail life business; and the Prosus cross selling deal. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the biannual themes process that answers critical questions around the global recovery, inflation and employment in the evolving global cycle and investment landscape. 

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Siboniso Nxumalo shares insights on the lacklustre market performance yesterday – other than surprisingly strong rand hedge stocks despite a strong rand environment – and discusses the listing of AngloAmerican’s coal business, Thungela Resources. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on how geopolitics and environmental, social and governance (ESG) matters intersect in the world of investments. 

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