Balanced Perspective: Through the looking glass

Loading player...
In the final edition of the Balanced Perspective for 2021, we will revisit some of the more persistent themes discussed throughout the year and how they may come to shape 2022. Most notably, Iain shares his thoughts on global asset valuations and how unprecedented government stimulus could affect post-pandemic market returns.
If 2020 felt like the world’s down-the-rabbit-hole year, then 2021 was its re-emergence.
7 Dec 2021 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: Rate cuts, rally risks and the rise of AI titans

In this week’s episode of the Market and Economic Wrap, Tumisho Grater, Multi-Manager Investment Analyst explores the shifting global economic landscape, highlighting the IMF’s revised growth outlook, China’s slowing GDP, and the US Fed’s dovish stance amid labour market concerns. The discussion covers resilient US equities driven by AI optimism…
21 Oct 7 min

Sustainable Returns with David Levinson Ep 3: The challenges in achieving net-zero

Ambition often drives sustainability narratives, but credibility sustains them. In this episode of Sustainable Returns, David Levinson and Anthony Walker, ESG Specialist at M&G Investments, explore how Sappi, a South African pulp and paper leader, is redefining climate responsibility through realistic, transparent, and data-driven goals that reflect South Africa’s energy…
16 Oct 5 min