Macro Perspective 40/2021 | Q3 performance highlights and investment opportunities

Loading player...
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the performance highlights at a share and sector level from Q3 that gave rise to opportunities for global investors.

Thanks for listening! Follow us on Linkedin.
Chapters
  • 00:10 Reassessing as we look back at the third quarter
  • 01:27 The South African equity market during the third quarter
  • 02:29 Looking at the overall picture
  • 03:01 What can we expect moving forward?
5 Oct 2021 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