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Invest with Perspective Q1 2023

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In his quarter one 2023 market update, Siboniso Nxumalo, Chief Investment Officer, talks about two themes: a desynchronised world and South African cycle slow, as he puts our fund performance in perspective. At this moment, we're seeing a high risk of a US recession, and China reopening. While remaining optimistic about South Africa, we're seeing a slowdown cycle.

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Chapters

00:00 Siboniso reflects on his review of 2022 and the themes we built our funds around
01:04 Unpacking the theme of a desynchronized world
02:03 Unpacking the theme of the South African cycle slows
02:55 Looking at the single biggest drag on our funds’ performance in Q1: the underperformance of Transaction Capital
05:40 Siboniso gives his closing statement

25 Apr 2023 English South Africa Business

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