Ep 128: AI, Equities and the Q3 Investment Outlook - Peter Armitage & Nolan Wapenaar

To understand the investment opportunities shaping the third quarter, Michael Avery spoke to Anchor Capital Chief Investment Officers Peter Armitage and Nolan Wapenaar. They unpacked whether the scale of AI investment represented sustainable growth or signs of a bubble, where value could still be found in South African equities and bonds, and how investors could navigate geopolitical uncertainty, shifting interest-rate expectations and improving local reform momentum.