It was a bit like a gold rush in the markets last year. Omicron sent new case numbers through the roof, it has been mercifully less deadly than previous variants.
In this edition of Peregrination, Chief Economist, Maarten Ackerman takes you through the economics of major markets and how their economies are being impacted by post-pandemic conditions. Chief Investment Officer, George Herman, gives a bird’s eye view of the current market themes that are of importance. Finally, Investment Strategist and Portfolio Manager, Harold Strydom, looks at the valuation signals dictating our medium- to long-term investment strategy.
We hope you enjoy this edition of our quarterly investment publication. To read more, click on the button below.