Webinars
2026 Outlook
Video Notes
In this webinar, Rezco reviews its Value Trend approach and the firm’s high-conviction view that South African shares remain materially undervalued versus expensive global markets. The team unpacks what drove last year’s pain, why sentiment and positioning are turning, and how factors like passive investing, liquidity mismatches, and index effects can distort prices. They also cover key SA macro themes (rand strength, rate outlook, improving fundamentals) and close with audience questions on asset allocation and specific sectors.
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