Global equity markets: <br>a tale of two halves
Investments / 2019.02.06

Global equity markets:
a tale of two halves

Pieter Fourie Head of Global Equities

Global equity markets during 2018 were a tale of two halves. After an initially strong start, a number of macro concerns – especially those around emerging markets – impacted how we’ve positioned the Sanlam Global High Quality Fund. We provide some perspective on some of these concerns, and on what investors may expect for the remainder of 2019.

Read a transcript of Pieter’s comments.

Related articles

Mid-cap shares: unloved <br>but not unlovely
Investments / David Lerche

Mid-cap shares: unloved
but not unlovely

BHP: China concerns <br>cloud outlook
Investments / Christiaan Bothma

BHP: China concerns
cloud outlook

Asset allocation: equities<br> still likely to reward
Investments / Alwyn van der Merwe

Asset allocation: equities
still likely to reward

Under the microscope: <br>Aspen Pharmacare
Investments / Zain Ghoor

Under the microscope:
Aspen Pharmacare