Insights category - Local investing
Podcast
Local investing

Do local banks offer value in an inflationary world?

Although banks are generally geared to economic activity, many local banks proved to be resilient through the COVID-19 pandemic and have been good investments since. But in the current period of high global inflation and slowing economic activity, how will the local banking sector fare? Are there still long-term opportunities? In our latest podcast, portfolio manager Tim Acker poses these questions to investment analysts Pieter Koornhof and Siphesihle Zwane, who have spent time researching some of the biggest names in the sector and determining where the best opportunities lie.

 

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