Meryl Pick discusses the latest market news, including her views on Barloworld and shareholder pushback on executive remuneration, and company results from Bidvest, Sea Harvest and Hyprop.

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Portfolio Manager, Peter Brooke, unpacks his views on the ‘good news’ Budget, considering the improved Budget deficit and focus on expense control. He also highlights the hugely important and surprising corporate tax rate cut, signaling to the world that SA is open for business – which, if the proposal comes through, will boost local profits and market values.

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Portfolio Manager, Tracy Brodziak, talks latest market news, focusing on the potentially positive impact of some solid company revenues on the Budget tomorrow, as well as performance from Sasol, AngoGold, Liberty Two Degrees, and the broader property sector. 

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Portfolio Manager, Peter Brooke, discusses latest market performance, including whether the ongoing JSE rally can be sustained, as well as trading updates from MMI and Shoprite and what they indicate about the SA consumer.

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Fund manager, Peter Brooke, shares his weekly perspectives, this time on the pent-up demand for social activity and positive market conditions anticipated in the next 12 months for those companies that have survived COVID-19. 

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Arthur Karas discusses recent market activity, including a falling Nedbank share price, strong global markets that are fuelling cautious investor optimism, and good trading updates from Telkom and Anglo American Platinum. 

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Fund manager, Peter Brooke, shares his weekly perspectives, this time on the recent share price movements of WallStreetBets, GameStop and the pockets of value available in emerging markets. 

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Siboniso Nxumalo discusses a continued strong showing from the market yesterday, as well as the possibility that South Africa’s current economic situation might not be as dire as we feared. 

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Scott Nadler explains why resilience is necessary but not sufficient. Resilience is about getting through an event, while adaptation is realising that you can’t go back to business as usual. For an organisation to thrive, leadership needs to be open and attentive to change, and adapt accordingly.

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Dean Alborough talks to the effects of climate change on impact investments - and the need for businesses to be resilient to disruptive events and be able to adapt. This will not only protect the investment’s return potential, but also its positive social and environmental impact outcomes.

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