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Invest with Perspective| Q1 2022 Market Update

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Portfolio Manager, Siboniso Nxumalo shares his quarterly perspectives unpacking global and local themes as well as investment performance.

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Chapters

00:31 What drove performance in Q1 2022?
00:58 Going back to Q1 20202 – using Naspers/Tencent and Standard Bank as examples with a R100 investment
03:00 Two years later – where is that R100 you invested in Naspers and Standard Bank?
04:26 The investment opportunities in South Africa
05:09 The key themes we looked at in 2020 – liquidity tightening and rotation
06:04 Looking at Q1 2022 in more detail
07:26 How did we position funds for this environment?

26 Apr 2022 English South Africa Business

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