This compilation of podcasts is from interviews and recordings with contributors to TOMORROW 2020 – an annual thought leadership publication on all things related to responsible investing and green growth. To navigate to the topic or episode of your choice, go to CHAPTER MARKERS and click on the time indicator in the left-hand column.

To view the publication, click here.
TOMORROW 2020

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Siboniso Nxumalo takes a look at the pressure both local and global markets have been under recently, as he shares his views on the opportunities to be found among JSE-listed companies currently. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time on the reasons behind the market recovery since last year’s COVID-19 lows and the importance of focusing on the long-term outlook while staying invested. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time on interest rates, the markets and the opportunity cost of cash. 

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Peter Brooke assesses the latest market news, including the impact of the Suez Canal blockage on trade and markets, the fallout from the Archegos issue in the US, and recent JSE performance driven by the banks and Bidvest. 

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Arthur Karas discusses recent JSE performance, including the impact of China tightening control over local tech companies and what this means for Tencent and Naspers, as well as latest results from Absa, Sun International and Stadio. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time sharing investing insights into funds and growth assets in the global investment landscape.

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Portfolio Manager, Siboniso Nxumalo, dissects the latest market activity, including Massmart’s turnaround; Old Mutual’s recent trading update, which delved into the impact of increased claims during the pandemic; this week’s profit warning from Capitec; and AVI’s results. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time on managing risks and investment success in active ETF strategies and disruptive innovation. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time on recent market performance highlights with a rotation from expensive to cheap shares in the last month. 

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