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Market Moves and Portfolio Positioning - MacroSolutions Perspectives

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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 and adding to challenged banks about a month ago.

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Chapters

00:41 Market trends in August: Tesla, SoftBank, Apple
01:58 Insight from the FT Weekend Festival

22 Sep 2020 English South Africa Business

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