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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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Investment Strategist and Portfolio Manager, Nishen Govender

HOW TO VALUE EQUITIES?

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Investment Strategist and Portfolio Manager, Harold Strydom

ASSET VALUATION SIGNALS

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