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Macro Perspectives 31 | Navigating the changing tides: A perspective on interest rates

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Peter Brooke shares insights on the current global interest rate scenario. He notes that we are close to the end of the rate hiking cycle worldwide. As we approach the end of the rate hiking cycle and prepare for potential rate cuts, Peter urges us to navigate this uncertain period wisely. Adapting investment strategies and considering opportunities in different asset classes will be essential for optimising returns.

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Chapters

00:22 Peter shares his thoughts on the end of the rate hiking cycle
00:57 Rate cuts will be a new theme looking into 2024
01:56 Looking at John Orford’s real income fund in this environment

1 Aug 2023 English South Africa Business

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