Constructing equity portfolios – why earnings revisions work

The SA equity market has been a relative underperformer recently versus its peers. While some developed world equity indices have hit record highs, SA has succumbed to persistent macro negativity.  But opportunities exist if investors are assiduous in their stock picking. Hannes van den Berg explains why changes in earnings are likely to drive SA equity returns in 2024.

Date published

26 Feb 2024

Listen time

12 minutes

Hannes van den Berg

Head of SA Equity & Multi-Asset, 4Factor

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