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The Balanced Perspective: Around the world in 15

Global equity markets have significantly repriced over the course of 2022 against the backdrop of geopolitical turmoil, rapidly rising inflation and determined central banks. While valuations in South Africa remain attractive, pockets of value in global markets are also emerging. In the first edition of the Balanced Perspective of 2023, we’ll take a whistlestop tour around the major regions and hear Iain’s thoughts on the opportunities and risks he is seeing amongst the global opportunity set.