Peregrination

A journey through the markets.

First quarter 2022

Chief Investment Officer, George Herman

“SHOW ME THE MONEY”

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Chief Economist, Maarten Ackerman

LIKELIHOOD OF A GLOBAL RECCESSION JUMPS

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Investment Strategist and Portfolio Manager, Yolanda Naude

CHINA: THE PROPERTY MARKET

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Investment Strategist and Portfolio Manager, Harold Strydom

ASSET VALUATION SIGNALS

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PREVIOUS EDITIONS

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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