This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Siboniso Nxumalo shares his latest market views for Q3 2022

Loading player...

Portfolio Manager, Siboniso Nxumalo, unpacks his views on market activity from the third quarter, sharing key insights for the period, such as the implications of the strength of the US dollar.

Thanks for listening! Follow us on Linkedin.

Chapters

00:00 Introduction
01:35 Investment review – another roller coaster quarter for markets globally
03:21 How the markets performed in South Africa
04:35 The largest contributors to our clients’ funds in this quarter
05:19 Unpacking our first theme: global wave down
06:01 Unpacking our second theme: US to underperform
06:40 Unpacking our third theme: SA tailwinds fading
07:24 Closing

25 Oct 2022 English South Africa Business

Other recent episodes

TOMORROW 2020 - Podcast Series

This compilation of podcasts is from interviews and recordings with contributors to TOMORROW 2020 – an annual thought leadership publication on all things related to responsible investing and green growth. To navigate to the topic or episode of your choice, go to CHAPTER MARKERS and click on the time indicator…

19 Apr 2021 1 hr 05 min

Fund Manager, Arthur Karas, breaks down the latest market activity with The Money Show’s Bruce Whitfield

Arthur Karas discusses SA Inc shares moving into more positive territory this week, providing glimmers of hope against a gloomy backdrop. He also unpacks Bidvest’s recent results, as well as the more optimistic outlook hinted at by the market’s perspective on SA-focussed companies, and whether the current depressed environment is…

22 Sep 2020 9 min

Fund Manager, Meryl Pick, talks latest market activity with The Money Show’s Arabile Gumede

Meryl Pick discusses the market turmoil that started off the week and whether this is the correction the market has been expecting – following a period of sustained buoyancy – as well as the state of the banking, resources and construction sectors and where investors are likely to find long-term…

22 Sep 2020 9 min

Fund Manager, Peter Brooke, Talks Shifting Markets With The Money Show’s Bruce Whitfield

Peter Brooke analyses the recent volatility of banking and insurance stocks, commodities sector performance, SA’s unemployment stats and the impact of Covid-19 on small businesses, and Government finally acknowledging SA’s energy crisis. Thanks for listening! Follow us on Linkedin.

30 Sep 2020 8 min

Market Moves and Portfolio Positioning - MacroSolutions Perspectives

Peter Brooke reflects on August as an interesting month for trends seen in Tesla leading the NASDAQ down on the back of the US and tech sector underperforming. In terms of our portfolios, we’ve tilted towards value in reflecting some of these extreme moves. Locally taking some profit in Naspers…

22 Sep 2020 3 min

All episodes