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Invest with Perspective | Q4 2021 Market Update

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

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Chapters

00:08 Introduction
00:47 What drove outperformance from our multi-asset and equity funds?
02:02 Our underweight position in the Naspers Prosus Group and how it contributed to client returns
03:31 What are we expecting in 2022?
04:43 Inflation in 2022, and what it means in simple terms

22 Feb 2022 English South Africa Business

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