Macro Perspective 15/2021 | Market recovery, long-term outlook and staying invested

Loading player...
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time on the reasons behind the market recovery since last year’s COVID-19 lows and the importance of focusing on the long-term outlook while staying invested. 

Thanks for listening! Follow us on Linkedin.
Chapters
  • 00:14 Discussing an extraordinary performance over the last year
  • 00:59 Impact of the recovery on Old Mutual funds
  • 02:31 Comparing the winners of a year ago to the winners today
13 Apr 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