In this week’s podcast, Peter Brooke talks about the recent news flow that is adding weight to many of our investment themes. First is South Africa’s inflation, which came out better than the consensus at 4.7%, adding to the view that rate cuts could be the next big theme to unfold. He also touches on the recent BRICS summit, which took place in Johannesburg and closes off with the growing impact of politics on markets.

Have our latest investment-related podcasts sent directly to your mobile. Subscribe here.

Thanks for listening! Follow us on Linkedin.