Archived Editions

2010

Articles

• Half full, half empty (November 2010)
• Rand strength the big force at play (October 2010)
• Asset allocation funds the flavour of the new decade (September 2010)
• MSI Investment Performance Review to 30 June 2010 (July 2010)
• A performance hat-trick for Macro Strategy Investments. (January 2010)

Newsletters

Institutional

• November/December 2010 - Our Team.
• October 2010 - Picking DATATEC - an example of MSI share selection.
• September 2010 - An enhanced international equity offering.
• August 2010 - Finding relief between a rock and a hard place.
• July 2010 - Today’s major trends point to a low-return world.
• June 2010 – Finding the sweet spot & taming the inflation monster – from the top down.
• May 2010 – Sell in May?
• April 2010 – The China Debate
• March 2010 - Global Government Bonds – Outlook not pretty.
• February 2010 - SA’s 2010-11 Budget: Conservative, Investor-Friendly and Lacking Surprises.
• January 2010 - After the soccer: 2010 and beyond.

Retail

• November/December 2010 - Our core values.
• October 2010 - Picking DATATEC - an example of MSI share selection.
• September 2010 - An enhanced international equity offering.
• August 2010 - Post-recession, income investors need to tap growth now.
• July 2010 - Today’s major trends point to a low-return world.
• June 2010 – Finding the sweet spot & taming the inflation monster – from the top down.
• May 2010 – Sell in May?
• April 2010 – The China Debate
• March 2010 - Global Government Bonds – Outlook not pretty.
• February 2010 - SA’s 2010-11 Budget: Conservative, Investor-Friendly and Lacking Surprises.
• February 2010 - SA’s 2010-11 Budget: Conservative, Investor-Friendly and Lacking Surprises.
• January 2010 - After the soccer: 2010 and beyond.

Presentations

• Separating true themes from noise (June 2010)
• Markets Outlook: Peter Brooke, Portfolio Manager, Macro Strategy Investments “2010 Roadmap: A review of the noughties and what it means for the way ahead”.

Audio

The effects of the World Cup

12 July 2010

The World at Six’s Bruce Whitfield talks with Peter Brooke, Macro Strategy Investments Boutique Head, and discusses the importance of the World Cup and what we should take from the event.