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Macro Perspective 2/2022 | Market activity and investment themes unfolding

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week he unpacks recent market volatility and geopolitical events relating to how global and domestic investment themes are unfolding.

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Chapters

00:11 A summary of the past week, from increased volatility to a rotation from growth to value
00:54 The situation between Russia and Ukraine
01:30 What’s interesting about what’s happening in Russia
02:26 Where South Africa is at the start of 2022

25 Jan 2022 English South Africa Business

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