As the global vaccination drive continues, more and more economies are opening up. This has seen one of the fastest and most profound global economic rebounds in history. However, this recovery is not without its challenges, and as we head into a phase of sustained, albeit slower, economic growth, markets are going to be faced with a number of headwinds.
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.
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