Peregrination

A journey through the markets.

Fourth quarter 2024

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Chief Investment Officer, George Herman

A BRAND-NEW WORLD UNDER TRUMP

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Chief Economist, Maarten Ackerman

2025 – TRUMP’S MAGANOMICS

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Investment Strategist and Portfolio Manager, Harold Strydom

ASSET CLASS VIEWS

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Portfolio Manager, Victor von Reiche

NAVIGATING CHANGE: EUROPE’S ENERGY POLICY IN A SHIFTING LANDSCAPE

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PREVIOUS EDITIONS

Third quarter 2024
Second quarter 2024
First quarter 2024
Fourth quarter 2023
Third quarter 2023
Second quarter 2023
First quarter 2023
Fourth quarter 2022
Third quarter 2022
Second quarter 2022
First quarter 2022
Volume one 2022
Volume two 2021

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