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Siboniso Nxumalo shares his Q4 quarterly review and a roundup of 2022 market activity

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Senior Portfolio Manager, Siboniso Nxumalo shares his views on the last quarter of 2022, while also reflecting on the year as a whole and unpacking his portfolio’s positioning and performance.

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Chapters

00:10 Siboniso shares a summary of the events in 2022 that impacted markets
01:40 The themes that the MacroSolutions team will pay close attention to in 2023
02:40 How do you invest in this environment in 2023? Siboniso explains where they see opportunities and how they have positioned portfolios
03:42 A summary of investment performance in 2022
04:50 Given all of this volatility, how did Old Mutual funds perform in 2022?
05:43 Closing

24 Jan 2023 English South Africa Business

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