Peregrination

A journey through the markets.

Second quarter 2022

Chief Investment Officer, George Herman

“SHOW US THE EARNINGS”

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Chief Economist, Maarten Ackerman

INFLATION, SHAKING THE GLOBAL ECONOMY OUT OF ITS COMFORT ZONE

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Portfolio Manager, Nishlen Govender

HOW TO VALUE EQUITIES?

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Investment Strategist and Portfolio Manager, Harold Strydom

ASSET VALUATION SIGNALS

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PREVIOUS EDITIONS

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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