Peter Brooke discusses the possibility of a protracted commodities sector and the outlook for a broader local bear market, within the context of global market performance.

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Meryl Pick takes a closer look at the JSE’s positive performance this week, led by the resources sector, while the market keeps an eye on data coming out of the US.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week presenting highlights from the biannual five year expected real returns update that shows overall improved returns for global and local asset classes.

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Siboniso Nxumalo discusses plans announced this week by Naspers and Prosus to sell off their stake in Tencent and the impact of this on the broader market.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week evaluating June’s bear market movements, hawkish central banks across the board, and how his funds are positioned while global equities and bonds are selling off. 

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Arthur Karas discusses calmer markets this week, led by local mining stocks and banks, as well as unpacking potential new listings on the JSE and a slightly lower oil price.

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Peter Brooke discusses the market volatility that started out the week, following news of the latest high US inflation number, and unpacks the question of whether the market is due an inflation-driven cool off.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week supporting a positive outlook of the South African economy and its investment opportunities following recent GDP and unemployment data progress. 

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Meryl Pick discusses a more upbeat JSE this week, supported by a stronger rand, commodities stocks, and Naspers and Prosus, as well as the possible underlying drivers of this improved performance.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week discussing China and investment opportunities for clients at this stage of its business cycle and supportive stimulus efforts in a stringent regulatory environment. 

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