From a South African perspective, our economy has not escaped rising global and market concerns. What are the impact on consumers, and what should investors consider?
Dear investor,
As you know we make use of the BIP Investment team to assist us with the management of your portfolios.
In terms of their House view reflected in their Global Investment Strategy provided to Nesher Management Services, we have retained a defensive portfolio positioning stance in line with the BIP de-risking strategy outlined in 1Q2023.
