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Macro Perspective 49/2020 | Long-term market impacts induced by COVID-19 | Peter Brooke

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Portfolio Manager, Peter Brooke, shares a longer-term perspective of significant market peaks and troughs, and lessons learned from market impacts induced by COVID-19. Global markets rallied sharply in November on the back of vaccine developments and a resolution of the US elections. Locally, the market is up 10% with his funds showing similar moves reflective of strong value rotation and risk appetite.

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Chapters

00:12 arkets rallying off back of COVID-19 vaccine news
00:54 Looking at the history of the Old Mutual Flexible Fund
02:32 The importance of not panicking after the bottom

2 Dec 2020 English South Africa Business

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