Old Mutual Old Mutual Investment Group

Macro Perspective 35 | News flow adding weight to our investment themes

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In this week’s podcast, Peter Brooke talks about the recent news flow that is adding weight to many of our investment themes. First is South Africa’s inflation, which came out better than the consensus at 4.7%, adding to the view that rate cuts could be the next big theme to unfold. He also touches on the recent BRICS summit, which took place in Johannesburg and closes off with the growing impact of politics on markets.

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Chapters
  • 00:15 News adding weight to our investment themes: CPI and core inflation down in July in SA
  • 00:41 The investment theme of multipolarity with a successful BRICS summit in Joburg
  • 01:16 The growing impact of politics in markets as shown in China, Thailand and Italiy
  • 03:34 Closing remarks: main risk to our portfolios and what we are seeing in August
29 Aug 2023 English South Africa Business

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