Siboniso Nxumalo discusses his views on the ongoing local market value uptick, set against a backdrop of rising global inflation concerns, Chinese rate cuts and rebounding consumer confidence.

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week he expands on how clients’ funds are positioned for volatility and diversification into relevant markets for the year ahead.

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week he reflects on the year and its milestones that include vaccines, a relatively good performance in equities, recovery in property, and growing wealth for our clients. 

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Arthur Karas looks back at the past year for global and local markets, amidst the Covid-19 pandemic, low interest rates and rising inflation, and unpacks expectations for 2022.

Thanks for listening! Follow us on Linkedin.

Peter Brooke looks at the JSE recovery this week following the discovery of the Omicron variant, as well as a bounce in the rand and performance from Nampak and banking shares.

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week he unpacks the importance of risk management in the investment process as new COVID variants emerge.

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Arthur Karas, discusses the market bounce this week following a dive in performance triggered by the emergence of a new Covid-19 variant last Friday, as well as current activity in the platinum sector.

Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his latest investment perspectives, this week on emerging and developed market interest rate movements off the back of the SARB’s recent hike. 

Thanks for listening! Follow us on Linkedin.

Siboniso Nxumalo shares his thoughts on the renomination of Fed chairperson, Jerome Powell; latest performance from Prosus, in relation to concerns around slowing Chinese growth; as well as Omnia and Netcare results

Thanks for listening! Follow us on Linkedin.

Peter Brooke discusses the recently announced Heineken/Distell deal, within the context of diminishing JSE listings, as well as Shoprite’s rebound following the impact of Covid lockdowns and June’s civil unrest on the business.

Thanks for listening! Follow us on Linkedin.