This quarter’s edition looks at the forces shaping markets – from the Fed’s independence and a resurgent term premium, to gold’s evolving role as a neutrality hedge, as well as South Africa’s own “rand paradox.” We examine how these anchors are keeping portfolios steady and where they’re being tested.
Jason Clark
Jason joined Perpetua as an Investment Performance & Risk Analyst. He is responsible for evaluating, measuring, and reporting on the performance and risk of the investment portfolios.
He brings experience from Luxcara, a German clean-energy asset manager, and Allan Gray, where he served in various roles over a five-year period. Jason holds Bachelor’s and Honours degrees in Economics from Stellenbosch University and is currently pursuing an MSc at the University of Bath. He also holds the CIPM® designation through the CFA Institute, specialising in investment performance measurement.