In The Know

We pride ourselves in hosting world class events that aim to be informative and cater for the needs of our investors.

This monthly series aims to keep you 'In The Know' with an economic overview, as well as an update of our funds and their performance.

Videos:

20 March 2024

In The Know Webinar | March 2024

Watch the March Edition of our In The Know Webinar with Jarred Sullivan, our Global Multi-Asset Investment Strategist.

Jarred covers:

- The latest trends in the global macroeconomic environment with a specific focus on the US and Chinese equity markets

- Growth, inflation and policy dynamics, which remain a concern for investors, and how it guides asset class direction and reveals diverse risks and opportunities

- What drives these key variables and will conclude by discussing assumptions around investment themes playing out over various time horizons.

Jarred Sullivan

Global Multi-Asset Investment Strategist

Ashburton Investments

About the author

Jarred joined Ashburton Investments near the end of 2020 from FNB where he was an economist. As a multi-asset expert, he has a wide range of expertise including equities, fixed income, currency, cash reserves, global and local outlooks. Owing to his in-depth global and local macro-economic research, has published multiple economic articles. He also sat on the FirstRand Macro Forum Committee to formulate the house view and worked closely with the FNB Wealth and Investment team. Jarred began his career as a Financial Services Sector Analyst at Genesis Analytics in 2015. He holds a Master of Science degree in Economics from the University of KwaZulu-Natal and is a CFA charterholder. Recently, he also obtained a Certification in Quantitative Finance (CQF).

Jarred Sullivan's latest insights View all (4)