Coronation Institutional Business Podcast

Coronation Institutional Business

Coronation Fund Managers
Coronation is an independent investment manager with a strong track record. Our podcast features insights into investing and opportunities from around the globe. Important information for the SA listener: https://www.coronation.com/institutional/legal/podcast-disclaimer/ Important information for the Global (ex US) listener: https://www.coronation.com/global/legal/podcast-disclaimer/ Important information for the US listener: https://www.coronation.com/us/legal/podcast-disclaimer/
2019 midyear outlook: Global Asset Classes
In this episode, Head of Global Developed Markets Research Neil Padoa unpacks the unusual situation of having bull markets in both equities and bonds and shares how we are positioned across the global asset classes.
Jul 26, 2019
13 min
2019 midyear outlook: Global Frontier Markets
In this episode, Head of Global Frontier Markets Peter Leger provides an update on Zimbabwe and shares why he’s seeing significant upside to fair value within our Frontier Market portfolios.
Jul 26, 2019
12 min
2019 midyear outlook: Global Emerging Markets
In this episode, investment analyst Lisa Haakman discusses key changes to our Global Emerging Markets Strategy in recent months and unpacks a few opportunities that excites us.
Jul 26, 2019
8 min
2019 midyear outlook: South African Fixed Interest
In this episode, Portfolio Manager Mauro Longano talks about South African and global expectations around monetary policy direction, the drivers behind the outlook for the South African economy and what to expect from local fixed interest asset classes going forward.
Jul 26, 2019
15 min
2019 midyear outlook: South African Equity
In this episode, Portfolio Manager Pallavi Ambekar talks about the outlook for South African equities, where we are finding value and why we remain cautious on adding meaningfully to domestic SA businesses in our portfolios.
Jul 26, 2019
9 min
2019 Investment outlook series: Global asset classes
In this episode, Kirshni Totaram, global head of institutional business, is joined by head of global developed markets Louis Stassen to talk about the prospects for global asset classes in 2019.
Feb 1, 2019
10 min
2019 Investment outlook series: Global Emerging Markets
In this episode, Kirshni Totaram, global head of institutional business, is joined by portfolio manager Suhail Suleman to talk about the prospects for global emerging market equities in 2019.
Feb 1, 2019
13 min
2019 Investment outlook series: African and Global Frontier Markets
In this episode, Kirshni Totaram, global head of institutional business, is joined by head of global frontier markets Peter Leger to talk about the prospects for frontier markets, both in African and globally, in 2019.
Feb 1, 2019
14 min
2019 Investment outlook series: SA Equities
In this episode, Kirshni Totaram, global head of institutional business, is joined by portfolio manager Neville Chester to talk about the prospects for SA equities in 2019.
Feb 1, 2019
10 min
2019 Investment outlook series: SA Fixed Interest
In this episode, Kirshni Totaram, global head of institutional business, is joined by head of fixed interest Nishan Maharaj to talk about the prospects for SA fixed interest in 2019.
Feb 1, 2019
10 min
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