Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week applying an investment lens to unlocking productivity and revenue in response to local societal challenges.

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Peter Brooke shares his latest market perspectives on the war in Ukraine entering a new phase, which could see a bloody stalemate as Russia increasingly loses ground, as well as how markets will adjust.

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Meryl Pick unpacks a weaker day on the markets yesterday, driven by falling commodities prices off the back of Russian sanctions and the concept of high prices being a cure for high prices. 

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week unpacking the impact of the Fed’s rate hike cycle on emerging markets like South Africa, asset prices and investment diversification efforts. 

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week unpacking numerous drivers behind the decline in the Naspers share price on the JSE and its strategic underweight positioning across the fund range.

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Siboniso Nxumalo and The Money Show’s Bruce Whitfield unpack further plummeting performance from Naspers and Prosus this week, as well as good returns from Absa and Sun International.

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Arthur Karas unpacks latest market performance, driven by solid commodity prices and a strong rand, which puts local markets in a better position than that of global markets currently.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week navigating market uncertainty driven by the Russian war in Ukraine and its effect on growth, inflation as well as investment plans.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week focusing on the low fund exposure to Russia as the conflict unfolds and the benefits for local investors from recent exchange control updates.

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Looking at recent market developments, Peter Brooke unpacks the latest results from Bidvest, as well as the implications of Russia’s invasion of Ukraine and what this will mean for local companies such as Mondi.

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