SA investment insight
Our latest Portfolio Manager insights
Watch and listen as our local and offshore portfolio managers provide insight into what you can expect ahead.
Watch Sangeeth Sewnath (Deputy Managing Director) provide a business update.
Watch Rehana Khan (Deputy Head SA Equity & Multi-Asset), Peter Kent (Co-Head of SA & Africa Fixed Income) and Chris Freund (Portfolio Manager) provide insight into what the real concerns and opportunities are, and what is just noise.
Watch Jeremy Gardiner (Director) explore the factors, which have contributed to 2023 being a challenging year.