Peter Brooke shares some highlights and long-term fund positioning arising from the Joe Biden election win out of the U.S. An underweight position on the U.S and being overweight the rest of the world has allowed the funds to benefit from a stronger Rand in SA, while the US dollar is anticipated to weaken on the back of rising taxes. 

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Peter Brooke shares his perspective on fiscal credibility in South Africa post the 2020 Medium-Term Budget Policy Statement. Some good news included zero tax increases and a further relaxation on exchange controls.

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Meryl Pick discusses the surprise surging of European, US and local markets yesterday, as well the Aspen Pharmacare/Johnson&Johnson deal for a future Covid-19 vaccine, and performance from Tiger Brands, Anglogold Ashanti and Naspers.

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Peter Brooke discusses the lack of volume pushing JSE prices higher; the current cheap valuations of SA shares; and the opportunities being offered by the neglected small caps market.

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Siboniso and Bruce look at the ongoing strengthening of the rand against a backdrop of fairly lacklustre performance from the JSE this week and a weakening dollar, as well as discussing the Medium-term Budget this afternoon and the expectation that Government needs to make some hard decisions to balance our debt. 

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Tracy Brodziak discusses the contribution of the financial sector to the overall positive day for markets yesterday, the ongoing market uncertainty due to the economic impact of Covid-19, improving data coming out of the market, particularly from China, and the need for returning confidence to ensure a global and local recovery. 

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Fund Manager, Siboniso Nxumalo, unpacks general movement on the JSE yesterday, including the performance of platinum stocks – which put on a good show, as well as that of banks, industrials, retailers and hospital groups. In addition, they also looked at opportunities in the market currently and value within SA Inc against a historical backdrop.

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Peter Brooke shared insights from a recent global conference and the long-term market drivers from the upcoming US elections and the quest for yield in emerging markets.

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Peter Brooke, a Portfolio Manager for the Old Mutual Investment Group, talks about the good news that came out of President Ramaphosa's weekly newsletter. He focuses on policies, confidence, and positive consequences on South African bond yields that could mend the debt trap, spur on business activity in growing revenue, and cost reduction.

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Arthur Karas unpacks the latest market news, including the market impact of Donald Trump’s Covid-19 diagnosis, financial sector performance, current commodity prices, Multichoice/France’s Canal+ deal and foreign investment interest in BAT stocks.

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