In this podcast, Portfolio Manager Meryl Pick, shares her thoughts on the interesting dynamics at play in 2024, a year marked by significant global elections. She highlights the unique behaviour of the dollar, which often strengthens during times of market panic as investors seek safety in US government debt and assets like treasury bills and gold. Meryl also points out that despite the volatility, South African consumer-facing companies remain attractively priced compared to their global counterparts. This makes them appealing to investors looking for opportunities amidst the market fluctuations.

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