This article by Fundsmith’s CIO, Terry Smith, that was published in the Financial Times.
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Scottish Mortgage Investment Discussion: 2023 update
On 24th February the Financial Action Task Force (FATF) placed South Africa on the greylist, which means that South Africa is now placed under increased financial monitoring.
Terry Smith discusses the current market environment, recent performance and portfolio changes. Watch the webinar replay.
Terry Smith discusses the current market environment, recent performance and portfolio changes. Register to join us for the webinar.
FNB’s Wayne McCurrie explains Sasol’s convertible bonds and what to expect from tonight’s FOMC meeting. Octodec’s Jeffrey Wapnick unpacks results that show inner city housing improving. Sean Kelly from Iza Wealth talks timing the market.
Mia Kruger from Kruger International chats Shoprite’s results that sent the stock down over 7% on Tuesday. Dr Chris Harmse of CH Economics on local GDP data that came in negative for the second quarter. IZA Wealth’s John Rose talks about generating and protecting global wealth.
