This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Macro Perspective 32/2021 | SA cabinet reshuffle and the new economy

Loading player...

Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, on the recent cabinet reshuffle and the way forward for policy continuity led by the new finance minister in rebuilding for the new economy.

Thanks for listening! Follow us on Linkedin.

Chapters

00:10 The recent cabinet reshuffle in South Africa
00:32 Focusing on the change in the Finance Minister, with Enoch Godongwana replacing Tito Mboweni
01:18 The most important thing Godongwana could do, and the importance of accelerating delivery

11 Aug 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

Fund Manager, Arthur Karas, breaks down the latest market activity with The Money Show’s Bruce Whitfield

Arthur Karas discusses SA Inc shares moving into more positive territory this week, providing glimmers of hope against a gloomy backdrop. He also unpacks Bidvest’s recent results, as well as the more optimistic outlook hinted at by the market’s perspective on SA-focussed companies, and whether the current depressed environment is…

22 Sep 2020 9 min

Fund Manager, Meryl Pick, talks latest market activity with The Money Show’s Arabile Gumede

Meryl Pick discusses the market turmoil that started off the week and whether this is the correction the market has been expecting – following a period of sustained buoyancy – as well as the state of the banking, resources and construction sectors and where investors are likely to find long-term…

22 Sep 2020 9 min

Is there hope for the South African economy? OMIG Director of Investments Hywel George discusses with The Money Show’s Bruce Whitfield

Hywel George, Director of Investments at Old Mutual Investment Group, recently asked this very question. Is there hope for the South African economy? Are we on a slippery slope? Not quite. In fact, hope remains, and we could see an interesting turnaround in the future. In this episode, he joins…

30 Sep 2020 8 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

All episodes