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Macro Perspective 50/2020 | Themes for next year | Peter Brooke

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Fund Manager, Peter Brooke, shares his weekly perspectives, this time on his team’s key investment ideas and strategic asset allocation, focusing on how the macro-environment is influencing investment decisions over the short, medium and long-term.

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Chapters

00:11 Examining longer-term drivers (themes)
00:51 Impact of the damage to our fiscus in 2020
01:51 Looking ahead at global equity

8 Dec 2020 English South Africa Business

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