4Factor Global: in conversation

Our stock picks and the themes that drive them.
Our stock picks and the themes that drive them.

How have market dynamics changed in 2021?

Mark, Christine and Rhynhardt look back over Q1 and discuss how rising inflation, the cyclical/value recovery, digitalisation and sustainability are themes emerging in portfolios.

They go on to share some of their stock picks, how they’re analysing these companies and how these big themes are driving them.

General risks

All investments carry the risk of capital loss.

Portfolio managers

Mark Breedon
Portfolio Manager
Christine Baalham
Portfolio Manager
Rhynhardt Roodt
Portfolio Manager

Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

All rights reserved. Issued by Ninety One, issued April 2021.