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Investec’s Jeremy Gardiner forecasts that 2019 will be a year of two distinct halves for politics, the economy and markets
For over a decade I have wanted to attend one of the economic and financial market presentations by Jeremy Gardiner of Investec. His reputation in this regard is impressive and I finally got the opportunity to enjoy his latest address, entitled “Taking Stock”. Gardiner is a seasoned presenter with a sleek and slick performance. Legend has it that he utilises a small team whose sole function it is to produce his “theatre”. He keeps up the narrative at breakneck pace, interjecting it with amusing homilies that keep the audience enthralled. Gardiner forecasts that 2019 will be a year of two distinct halves as far as politics, the SA economy and markets are concerned. The first half is likely to remain very difficult, while the second half should start to exhibit some relief. He urged people not to give up and passionately believes the situation will improve noticeably once the May election is done and dusted. “I have never heard my portfolio management colleagues so positive,” he sai...
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