Sumesh Chetty | Views on global and local markets

From the Delta variant to uncertain Chinese policy and the crisis in Afghanistan, risks abound. Yet there are investment opportunities to be found both here in SA and globally. Sumesh Chetty, Portfolio Manager, unpacks the three pillars underpinning our Quality investing philosophy, and how these influence the team’s positioning and outlook.

Aug 25, 2021

30 minutes

From the Delta variant to uncertain Chinese policy and the crisis in Afghanistan, risks abound. Yet there are investment opportunities to be found both here in SA and globally. Sumesh Chetty, Portfolio Manager, unpacks the three pillars underpinning our Quality investing philosophy, and how these influence the team’s positioning and outlook.
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