Invest with Perspective

Portfolio Manager, Meryl Pick, discusses a recovery day in the markets yesterday, led by rand hedge stocks, as well as opportunities in the retail sector that could be created by Government’s solar energy tax incentives. Thanks for listening! Follow us on Linkedin.

In his latest Macro Perspectives, Peter Brooke dissects the eventful news week last week, following a market-friendly Budget, SA’s greylisting and the revelations by Andre de Ruyter of entrenched corruption syndicates operating within Eskom. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.

Peter Brooke breaks down latest market performance, with Mpact results illustrating the energy production opportunity for the private sector, as well as Anglo American Platinum and the question mark around future commodities-driven revenue for the fiscus. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the crisis of execution currently facing the ANC government, as illustrated by SONA last week and the lack of investment in recent years. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Arthur Karas, covers the positive day in the markets yesterday, despite Moody’s expressing concern over SA’s energy woes and the currency falling in response.  Thanks for listening! Follow us on Linkedin.

In his latest Macro Perspectives, Peter Brooke covers the opportunities created by migrant labour in the UAE and the opportunity costs to economies such as Russia, the UK and SA, who are losing human capital. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Neelash Hansjee, takes a closer look at US employment data released this week, the direction of the dollar and US geopolitics, as well as performance out of the local resources sector. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, discussing the Saudi Arabian growth story, as it seeks to unlock R1 trillion of investment and makes progress in the inclusion of women in the economy. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Siboniso Nxumalo covers the somewhat quieter market activity that started out the week, as investors await the Fed’s decision on US interest rates due later this week. Thanks for listening! Follow us on Linkedin.

Senior Portfolio Manager, Siboniso Nxumalo shares his views on the last quarter of 2022, while also reflecting on the year as a whole and unpacking his portfolio’s positioning and performance. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Meryl Pick, discusses the latest outlook for US inflation and its impact on SA’s rate hiking cycle, markets, local companies and economic growth. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, discusses the slightly flatter market yesterday, amid a strong start to the New Year, as well as expectations around a global recession, inflation and valuations for the year. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his latest perspectives, using investment lessons from the holidays to analyse the current local and global macro-economic and market environments. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, unpacking why he believes 2023 will bring better news for markets after a challenging environment during 2022. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, unpacks the market reaction to the ANC’s elective conference results announced yesterday, as well as the news of Woolworths selling David Jones. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, rounding up the Macro Perspectives themes from the year, led by interest rates hikes and liquidity tightening, as well as SA performance in this environment. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Siboniso Nxumalo, discusses the curious move by Sabvest, announced this week, of repatriating offshore funds to invest locally, and the question of investment opportunity in SA currently amid growing negativity regarding local prospects. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the market fallout of last week’s speculation around President Ramaphosa’s resignation, as well as portfolio positioning amid SA’s political risk. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Arthur Karas, discusses the calming of local and global markets this week, as panic subsides around President Ramaphosa’s impending resignation and optimism returns concerning a potential reopening in China. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, unpacks the direction of inflation, in both the local and global contexts, as well as the current oil price, results from Standard Bank and the rebound in the local tourism sector. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Meryl Pick discusses the latest market news, focusing on Barloworld this week, including their plans for Avis, as well as PPC and its efforts to reduce its debt. Thanks for listening! Follow us on Linkedin.

This week’s podcast features Peter Brooke in discussion with Head of Stewardship, Nicole Martens, on COP27 and how OMIG is engaging its investee companies to transition to more sustainable and inclusive ways of doing business. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, discusses the host of recent good news to come out of the three main global blocs – the US, China and Europe – which has catalysed a strong risk-on rally. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Siboniso Nxumalo, unpacks recent results from Vodacom and the resilience of the company and others like it, despite adverse conditions in the local environment. Thanks for listening! Follow us on Linkedin.

Portfolio Manager, Peter Brooke, discusses how the market managed to hold its ground starting out the week, led by news out of China, as well as covering performance from Raubex  Thanks for listening! Follow us on Linkedin.