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Macro Perspective 25/2022 | Fund positioning in a bear market

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week evaluating June’s bear market movements, hawkish central banks across the board, and how his funds are positioned while global equities and bonds are selling off.

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Chapters

00:14 A marked change in tone in June - what is going on in the markets?
01:40 The bad news – and the good news. More rate hikes coming, but avoid ditching your investment plan.

21 Jun 2022 English South Africa Business

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