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Invest with Perspective | Q2 2022 Market Update

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The latest Perspectives update from Portfolio Manager Siboniso Nxumalo provides a look back at the quarter, as well as its market performance drivers, our own funds’ performance, and what to expect from the investment road ahead amid steadily rising inflation and interest rates.

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Chapters

00:08 Introduction
01:27 Looking at our investment philosophy at MacroSolutions
02:40 What were the three themes that came out of our mid-year themes research?
02:58 Theme 1: South Africa
03:48 Theme 2: The global cycle
04:31 Theme 3: China
05:10 Looking back at what happened in Q2
07:39 How were we positioned for what happened in Q2?
08:44 Summary of our positioning

25 Jul 2022 English South Africa Business

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