Peter Brooke unpacks the mixed bag of performance from the JSE yesterday, sharing his thoughts on whether the vaccine-related rally has become overextended, the commodities super cycle, and how it is underpinning the broader JSE.

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Fund Manager, Peter Brooke, shares his weekly perspectives, this time on his team’s key investment ideas and strategic asset allocation, focusing on how the macro-environment is influencing investment decisions over the short, medium and long-term. 

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Peter Brooke shares his views on the impact of the latest Brexit negotiations on the British economy; recent JSE performance, especially from medium-sized enterprises; and the drivers behind ongoing improvement in commodity prices. 

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Portfolio Manager, Peter Brooke, shares a longer-term perspective of significant market peaks and troughs, and lessons learned from market impacts induced by COVID-19. Global markets rallied sharply in November on the back of vaccine developments and a resolution of the US elections. Locally, the market is up 10% with his funds showing similar moves reflective of strong value rotation and risk appetite. 

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Tracy Brodziak discusses the astonishing market surges during November, as well as the possibility of Comair re-listing, Barloworld’s latest results, recent deal activity from Famous Brands, and market expectations for the remainder of 2020. 

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Portfolio Manager, Peter Brooke, shares the investment appeal of applying bottom-up solutions in the key ability to allocate hybrid instruments. Investors need to have access to all tools in building integrated strategies and he sees this as an opportunity to benefit clients. In addition to finding convertible bonds very attractive in delivering inflation plus returns. 

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Peter Brooke unpacks the positive day for the markets yesterday, despite SA being further downgraded by Fitch and Moody’s, discussing Naspers, Netcare, and Pepkor results, and the positive foreign interest in SA shares currently.

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Portfolio Manager, Peter Brooke, shares market insights on reactions to vaccine developments with some significant moves in most equity markets up by more than 10% month-to-date. The recovery in absolute returns is in line with his view to spend cash in buying shares focusing on value style investing in positioning funds for the next period.

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Arthur Karas talks the ongoing JSE rally this week, further boosted by the news that a second vaccine, this time from Moderna, is almost ready; as well as discussing the performance updates yesterday from Prosus and Naspers, Vodacom and Shoprite.

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Siboniso highlights the positive activity on the JSE yesterday, buoyed by the announcement of a 90% effective vaccine from Pfizer and BioNTech SE, which saw significant gains from sectors such as oil, retailers and financials.

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