# Peter Brooke

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Peter Brooke shares his market outlook for the year ahead on the Money Show this week

Portfolio Manager, Peter Brooke, discusses the slightly flatter market yesterday, amid a strong start to the New Year, as well as expectations around a global recession, inflation and valuations for the year. Thanks for listening! Follow us on Linkedin.

Macro Perspectives 1 | Investment lessons from the holidays

Portfolio Manager, Peter Brooke, shares his latest perspectives, using investment lessons from the holidays to analyse the current local and global macro-economic and market environments. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listenin…

Macro Perspectives 51 | Better market days ahead for 2023

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, unpacking why he believes 2023 will bring better news for markets after a challenging environment during 2022. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listening! Fol…

Peter Brooke looks at the market impact of the ANC elective conference on the Money Show this week

Portfolio Manager, Peter Brooke, unpacks the market reaction to the ANC’s elective conference results announced yesterday, as well as the news of Woolworths selling David Jones. Thanks for listening! Follow us on Linkedin.

Macro Perspectives 50 | 2022 roundup

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, rounding up the Macro Perspectives themes from the year, led by interest rates hikes and liquidity tightening, as well as SA performance in this environment. Have our latest investment-related podcasts sent directly to your mob…

Macro Perspective 49 | Market response to Ramaphosa resignation risk

Portfolio Manager, Peter Brooke, shares his latest Macro Perspectives, focusing on the market fallout of last week’s speculation around President Ramaphosa’s resignation, as well as portfolio positioning amid SA’s political risk. Have our latest investment-related podcasts sent directly to your mo…

Peter Brooke talks latest market news on the Money Show this week

Portfolio Manager, Peter Brooke, unpacks the direction of inflation, in both the local and global contexts, as well as the current oil price, results from Standard Bank and the rebound in the local tourism sector. Thanks for listening! Follow us on Linkedin.

Macro Perspectives 47 | COP27 and the role of investors

This week’s podcast features Peter Brooke in discussion with Head of Stewardship, Nicole Martens, on COP27 and how OMIG is engaging its investee companies to transition to more sustainable and inclusive ways of doing business. Have our latest investment-related podcasts sent directly to your mobil…

Macro Perspectives 46 | Unpacking the recent global equities rally

Portfolio Manager, Peter Brooke, discusses the host of recent good news to come out of the three main global blocs – the US, China and Europe – which has catalysed a strong risk-on rally. Have our latest investment-related podcasts sent directly to your mobile. Subscribe here. Thanks for listenin…

Peter Brooke talks latest market news on the Money Show this week

Portfolio Manager, Peter Brooke, discusses how the market managed to hold its ground starting out the week, led by news out of China, as well as covering performance from Raubex  Thanks for listening! Follow us on Linkedin.