Positioning for a mid-cycle slowdown

With the focus now shifting to inflation, slower growth and reduced liquidity, how are our portfolio managers positioned? Hannes van den Berg, Co-Head of SA Equities & Multi-Asset and Rehana Khan, Portfolio Manager, take stock of the second quarter and set out where they find opportunities ahead.

Jul 29, 2021

19 minutes

With the focus now shifting to inflation, slower growth and reduced liquidity, how are our portfolio managers positioned? Hannes van den Berg, Co-Head of SA Equities & Multi-Asset and Rehana Khan, Portfolio Manager, take stock of the second quarter and set out where they find opportunities ahead.

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