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Macro Perspective 27/2021 | Long-term investment themes and global risks

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week is a summary of the long-term investment themes and global risks that outline fund positioning and capital allocation for clients into the future.

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Chapters

00:05 A summary of the longer term thinking on investment themes and risk at Old Mutual
01:07 What was the conclusion of this process?
02:22 The unique positive themes in South Africa

6 Jul 2021 English South Africa Business

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