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Macro Perspective 9/2022 | Fund exposure and benefits for local investors

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week focusing on the low fund exposure to Russia as the conflict unfolds and the benefits for local investors from recent exchange control updates.

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Chapters

00:00 Global markets and Russia’s invasion of Ukraine
00:45 The impact of the conflict on Old Mutual funds
01:13 Discussing details of the 2022 Budget Speech
01:38 Two ways the change in exchange controls impacts South Africans and the savings pool
03:54 Closing summary

1 Mar 2022 English South Africa Business

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