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Macro Perspective 23/2021 | Investment Themes and The Global Cycle

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the biannual themes process that answers critical questions around the global recovery, inflation and employment in the evolving global cycle and investment landscape.

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Chapters

00:05 The biannual themes process at the Old Mutual Investment Group
00:32 Our conclusion so far – and how long can we last in this scenario?
02:04 Our response - taking a longer-term perspective

8 Jun 2021 English South Africa Business

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