
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

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

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

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

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

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

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

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

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

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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