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Macro Perspective 12/2022 | The Fed’s rate hike cycle and emerging markets

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week unpacking the impact of the Fed’s rate hike cycle on emerging markets like South Africa, asset prices and investment diversification efforts.

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Chapters

00:00 Interest rates and the start of the hiking cycle for the US Federal Reserve
00:28 What impact does the start of the rate hiking cycle have?
01:17 Looking at how different macro currents will impact different assets
02:27 Taking a more granular approach with research, and looking for winners and losers

22 Mar 2022 English South Africa Business

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