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Invest with Perspective Q2 2021 | Market Update

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Portfolio Manager, Siboniso Nxumalo, shares his debut quarterly market perspectives, unpacking investment performance, fund positioning as well as key global and local themes at play.

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Chapters

00:08 A look back at the second quarter of investment performance and positioning for 2021
00:54 What is driving themes?
01:04 How monetary policy is driving themes in 2021
01:25 How fiscal policy is driving themes in 2021
01:48 How vaccinations are driving themes in 2021
02:28 What do we see in the thematic landscape?
03:03 The thematic landscape globally
04:07 The thematic landscape in South Africa
05:07 How have we positioned client funds? Where do we think the markets are going next?

27 Jul 2021 English South Africa Business

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