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Arthur Karas discusses this week’s bounce in the markets, led by gold shares; as well as Astral Food and Redefine performance, and what the Balwin Properties and PSG Consulting results say about the current health of the SA consumer. Thanks for listening! Follow us on Linkedin .
Siboniso Nxumalo unpacks the business facts surrounding Adapt IT CEO, Sbu Shabalala’s recent leave of absence and the bidding war between Canadian company, Verlarus, and Hugo Group, as well as latest results from Raubex, one of only two remaining listed construction companies on the JSE. Thanks for listening! Follow us on Linkedin .
Meryl Pick takes a closer look at this week’s market news, including the exceptional performance from US markets off the back of a strengthening US economic recovery, as well as the question of what it will take before SA can start participating in the global economy once again. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time on why the rand has gained strength over the past year at pre-COVID levels, and expecting positive momentum for the balance of the year on the back of positive trade inflows and a weaker US dollar. Thanks for listening! Follow us on Linkedin .
As markets saw a strong start to the week off the back of ongoing developed market stimulus and vaccine rollouts, Arthur Karas discusses Aspen Pharmacare’s results, amid some other positive company results. Thanks for listening! Follow us on Linkedin .
Amid continued softening of local and global markets, Portfolio Manager, Peter Brooke, shares his views on the rand being one of the strongest emerging markets currencies, alongside the Mexican Peso, as well as his thoughts on whether SA equity valuations can justify further investment. Thanks for listening! Follow us on Linkedin .
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 in the left-hand column. To view the publication, click here. TOMORROW 2020 Thanks for listening! Follow us on Linkedin ....
Siboniso Nxumalo takes a look at the pressure both local and global markets have been under recently, as he shares his views on the opportunities to be found among JSE-listed companies currently. Thanks for listening! Follow us on Linkedin .
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 .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time on interest rates, the markets and the opportunity cost of cash. Thanks for listening! Follow us on Linkedin .
Peter Brooke assesses the latest market news, including the impact of the Suez Canal blockage on trade and markets, the fallout from the Archegos issue in the US, and recent JSE performance driven by the banks and Bidvest. Thanks for listening! Follow us on Linkedin .
Arthur Karas discusses recent JSE performance, including the impact of China tightening control over local tech companies and what this means for Tencent and Naspers, as well as latest results from Absa, Sun International and Stadio. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time sharing investing insights into funds and growth assets in the global investment landscape. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Siboniso Nxumalo, dissects the latest market activity, including Massmart’s turnaround; Old Mutual’s recent trading update, which delved into the impact of increased claims during the pandemic; this week’s profit warning from Capitec; and AVI’s results. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time on managing risks and investment success in active ETF strategies and disruptive innovation. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time on recent market performance highlights with a rotation from expensive to cheap shares in the last month. Thanks for listening! Follow us on Linkedin .
Meryl Pick discusses the latest market news, including her views on Barloworld and shareholder pushback on executive remuneration, and company results from Bidvest, Sea Harvest and Hyprop. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, unpacks his views on the ‘good news’ Budget, considering the improved Budget deficit and focus on expense control. He also highlights the hugely important and surprising corporate tax rate cut, signaling to the world that SA is open for business – which, if the proposal comes through, will boost local profits and market values. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Tracy Brodziak, talks latest market news, focusing on the potentially positive impact of some solid company revenues on the Budget tomorrow, as well as performance from Sasol, AngoGold, Liberty Two Degrees, and the broader property sector. Thanks for listening! Follow us on Linkedin .
Portfolio Manager, Peter Brooke, discusses latest market performance, including whether the ongoing JSE rally can be sustained, as well as trading updates from MMI and Shoprite and what they indicate about the SA consumer. Thanks for listening! Follow us on Linkedin .
Fund manager, Peter Brooke, shares his weekly perspectives, this time on the pent-up demand for social activity and positive market conditions anticipated in the next 12 months for those companies that have survived COVID-19. Thanks for listening! Follow us on Linkedin .
Arthur Karas discusses recent market activity, including a falling Nedbank share price, strong global markets that are fuelling cautious investor optimism, and good trading updates from Telkom and Anglo American Platinum. Thanks for listening! Follow us on Linkedin .
Fund manager, Peter Brooke, shares his weekly perspectives, this time on the recent share price movements of WallStreetBets, GameStop and the pockets of value available in emerging markets. Thanks for listening! Follow us on Linkedin .
Siboniso Nxumalo discusses a continued strong showing from the market yesterday, as well as the possibility that South Africa’s current economic situation might not be as dire as we feared. Thanks for listening! Follow us on Linkedin .
Scott Nadler explains why resilience is necessary but not sufficient. Resilience is about getting through an event, while adaptation is realising that you can’t go back to business as usual. For an organisation to thrive, leadership needs to be open and attentive to change, and adapt accordingly. Thanks for listening! Follow us on Linkedin .
Dean Alborough talks to the effects of climate change on impact investments - and the need for businesses to be resilient to disruptive events and be able to adapt. This will not only protect the investment’s return potential, but also its positive social and environmental impact outcomes. Thanks for listening! Follow us on Linkedin .
Meryl Pick discusses this week’s latest market news, including record levels on the JSE yesterday following standout performance from Woolworths and Tencent, which are both seeing profits driven by the pandemic environment. Thanks for listening! Follow us on Linkedin .
Fund manager, Peter Brooke, shares his weekly perspectives, this time on the local low inflationary environment and the impact on investment returns expected from cash. Thanks for listening! Follow us on Linkedin .
Jon Duncan discussed how a focus on short-term investment returns has overshadowed the importance of pursuing returns that build long-term ecosystem resilience. Increasingly, investors are realising the tremendous scope for South African listed markets to play a more significant role in driving impact investing - in particular, for asset owners to make use of impact metrics that guide capital allocation decisions in a way that have positive societal and environmental outcomes. Thanks for listeni...
Monique Mathy-Graaf emphasises the importance of bringing the impact of an investment into equal consideration with risk and return - and, in doing so, balancing growing wealth today with better outcomes tomorrow. This requires stewarding capital through a lens of long-term justice and not simply responding to the latest justifications made by the loudest voices on public platforms. It also requires that financial institutions be given clearer guidelines to formally measure non-financial impacts...
