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Invest with Perspective Q3 2021 | Market Update

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

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Chapters

00:14 Introduction for Q3 2021 investment performance review and outlook
00:43 Digging into the details and the key story of the quarter – the Naspers/Prosus Group
02:26 Looking at this through our thematic lens
03:30 Finding other opportunities, Anheuser-Busch in particular
04:27 Our two key themes
04:51 Theme 1: Earnings Over Ratings
05:17 Theme 2: Regime Change
05:36 What is happening in South Africa?
06:11 Closing

26 Oct 2021 English South Africa Business

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