Portfolio Manager, Peter Brooke, shares his insights on the latest market news with The Money Show’s Bruce Whitfield

Loading player...
Looking at recent market developments, Peter Brooke unpacks the latest results from Bidvest, as well as the implications of Russia’s invasion of Ukraine and what this will mean for local companies such as Mondi.

Thanks for listening! Follow us on Linkedin.
Chapters
  • 00:06 Discussing results from Bidvest
  • 01:20 South African companies and their focus overseas and domestically
  • 02:40 Concerns over a protracted conflict in Ukraine and knock-on effects
  • 04:37 Impact on companies with Russian assets and connections
1 Mar 2022 English South Africa Business

Other recent episodes

TOMORROW 2020 - Podcast Series

This compilation of podcasts is from interviews and recordings with contributors to TOMORROW 2020 – an annual thought leadership publication on all things related to responsible investing and green growth. To navigate to the topic or episode of your choice, go to CHAPTER MARKERS and click on the time indicator…
19 Apr 2021 1 hr 05 min

Market Moves and Portfolio Positioning - MacroSolutions Perspectives

Peter Brooke reflects on August as an interesting month for trends seen in Tesla leading the NASDAQ down on the back of the US and tech sector underperforming. In terms of our portfolios, we’ve tilted towards value in reflecting some of these extreme moves. Locally taking some profit in Naspers…
22 Sep 2020 3 min