Najlepsze podcasty z kategorii: Coronation Fund Managers (2024)

1
The power brief: Episode 1 11:48

5d ago11:48

11:48

In The power brief we tackle burning questions about loadshedding, Eskom, and energy supply in South Africa. Join Head of Fixed Interest Research, Mauro Longano, and Fund Manager Azola Lowan as they look into the reasons for the sustained streak without loadshedding and ask what we can expect heading into winter. Disclaimer - US listeners · Disclai…

1
When economies falter: Episode 3 13:10

2M ago13:10

13:10

The series concludes with a case study on Brazil, a discussion on what sets South Africa apart from the countries discussed in this series and broad guidelines for investors on asset allocation in so-called “worst-case scenarios”. Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA listeners…

1
When economies falter: Episode 2 16:29

2M ago16:29

16:29

In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability. Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA listenersAutor: Coronation Fund Managers

1
When economies falter: Episode 1 11:33

2M ago11:33

11:33

Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively. Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA listenersAutor: Coronation Fund Managers

1
2019 midyear outlook: Global Frontier Markets 12:38

5y ago12:38

12:38

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. Episode disclaimer - Global (ex US) listeners · Episode disclaimer - SA listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners…

1
2019 midyear outlook: Global Asset Classes 13:45

5y ago13:45

13:45

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. Episode disclaimer - US listeners · Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Disclaimer - S…

1
2019 midyear outlook: Global Emerging Markets 8:32

5y ago8:32

8:32

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. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners…

1
2019 midyear outlook: South African Equity 9:27

5y ago9:27

9:27

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. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Discl…

1
2019 midyear outlook: South African Fixed Interest 15:17

5y ago15:17

15:17

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. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners …

1
2019 Investment outlook series: African and Global Frontier Markets 14:27

5+ y ago14:27

14:27

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. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Disclaimer …

1
2019 Investment outlook series: Global asset classes 10:47

5+ y ago10:47

10:47

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. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners…

1
2019 Investment outlook series: Global Emerging Markets 13:02

5+ y ago13:02

13:02

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. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners…

1
2019 Investment outlook series: SA Fixed Interest 10:30

5+ y ago10:30

10:30

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. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners…

1
2019 Investment outlook series: SA Equities 10:07

5+ y ago10:07

10:07

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. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners…

1
No shock for platinum group metals from electric cars 14:20

5+ y ago14:20

14:20

In our latest podcast, Kirshni Totaram, head of institutional business at Coronation interviewed investment analyst Nicholas Hops, where he explains why Coronation backs platinum group metals (PMGs). Find out how headwinds to the roll out of electric vehicles underpin the intrinsic value of PMGs, and also why some mines are more attractive than oth…

1
What excites us in frontier markets? 11:33

5+ y ago11:33

11:33

Africa has been a noisy neighbourhood over the past decade. Yet, the returns that one has been able to achieve by investing appropriately in the asset class have yielded benefit. In this podcast, we speak to head of Global Frontier Markets Peter Leger about navigating through a number of currency crises, why we remain excited about mobile money and…

1
Matters of Land 19:06

6y ago19:06

19:06

Land reform is a complex and emotive topic. In our latest podcast, Coronation economist Marie Antelme joins me to unpack the debate. To understand it within context, we look back on the ANC’s land reform programme’s progress to date and share some views on the path ahead for the new resolution. Episode disclaimer - SA listeners · Episode disclaimer…

1
Financial scandals and the auditing profession - Where to from here? 17:32

6y ago17:32

17:32

The auditing profession has been hit by one scandal after the next. It will be a massive task to win back its credibility. In our latest podcast, Neville Chester joins me to unpack recent events and offer our view on what needs to change. Corospondent April 2018 - Who guards the guards? · Episode disclaimer - SA listeners · Episode disclaimer - Glo…

1
Investment outlook 2018 series: Emerging markets 20:58

6y ago20:58

20:58

In this fourth and final episode of our investment outlook 2018 series, Kirshni Totaram, global head of institutional business, talks to portfolio manager Suhail Suleman, about some of the current investment opportunities in emerging markets as well as the outlook for the asset class. Episode disclaimer - SA listeners · Corospondent October 2017 - …

1
Budget 2018: An overview 17:50

6+ y ago17:50

17:50

This year’s Budget speech was a widely anticipated event for obvious reasons. Joining Kirshni Totaram, global head of institutional business, to unpack its contents and to provide some insights into the possibility of staving off another credit downgrade, is Coronation's economist Marie Antelme. Episode disclaimer - SA listeners · Episode disclaime…

1
Investment outlook 2018 series: Global and Africa Frontiers 19:06

6+ y ago19:06

19:06

In this third episode of our investment outlook series, Kirshni Totaram, global head of institutional business, is joined by head of global frontier markets Peter Leger, to talk about the very positive political winds of change that have swept across three African nations and share some of the attractive investment opportunities in global and Afric…

1
Investment outlook 2018 series: Views from our CIO 13:19

6+ y ago13:19

13:19

In this second episode of our investment outlook series, Kirshni Totaram, global head of institutional business, is joined by chief investment officer Karl Leinberger, to talk about investment opportunities, both locally and offshore, and the impact on client portfolios form an asset allocation point of view. Episode disclaimer - SA listeners · Epi…

1
Investment outlook 2018 series: Fixed Interest 19:56

6+ y ago19:56

19:56

In this first episode of our series of investment outlooks, Kirshni Totaram, global head of institutional business, is joined by head of fixed interest, Nishan Maharaj, to talk about the prospects for fixed interest in 2018. Bond outlook - January 2018 - Corospondent · Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listener…

1
The investment case for Alphabet 16:49

6+ y ago16:49

16:49

Much has been written about Google’s dominance in search. In this podcast, we explore the culture of the business and some of the hidden yet very valuable other assets of its parent company, Alphabet. ALPHABET - JANUARY 2018 - COROSPONDENT · Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US …

1
Opportunities In Frontier Markets With Peter Leger 26:16

7y ago26:16

26:16

Peter Leger, head of Coronation’s Global Frontiers investment unit, speaks to Kirshni Totaram, global head of institutional business, about investing in frontier markets. He highlights attractive investment opportunities and explains why frontier market indices may not always be suitable performance benchmarks. Corospondent App (iOS) · Corospondent…

1
'SA in crisis' with Neville Chester 15:50

7y ago15:50

15:50

Senior portfolio manager Neville Chester talks to Kirshni Totaram, head of our global institutional business, about the current crisis in South Africa and the impact on investors. The podcast, along with other exclusive content, is available through the Corospondent app. Enjoy the conversation! Corospondent App (iOS) · Corospondent App (Android) · …

Podcasty warte posłuchania

Coronation Fund Managers Podcasty

Podcasty warte posłuchania

1
Coronation Fund Managers

Coronation Fund Managers

1
The power brief: Episode 1 11:48

1
When economies falter: Episode 3 13:10

1
When economies falter: Episode 2 16:29

1
When economies falter: Episode 1 11:33

1
2019 midyear outlook: Global Frontier Markets 12:38

1
2019 midyear outlook: Global Asset Classes 13:45

1
2019 midyear outlook: Global Emerging Markets 8:32

1
2019 midyear outlook: South African Equity 9:27

1
2019 midyear outlook: South African Fixed Interest 15:17

1
2019 Investment outlook series: African and Global Frontier Markets 14:27

1
2019 Investment outlook series: Global asset classes 10:47

1
2019 Investment outlook series: Global Emerging Markets 13:02

1
2019 Investment outlook series: SA Fixed Interest 10:30

1
2019 Investment outlook series: SA Equities 10:07

1
No shock for platinum group metals from electric cars 14:20

1
What excites us in frontier markets? 11:33

1
Matters of Land 19:06

1
Financial scandals and the auditing profession - Where to from here? 17:32

1
Investment outlook 2018 series: Emerging markets 20:58

1
Budget 2018: An overview 17:50

1
Investment outlook 2018 series: Global and Africa Frontiers 19:06

1
Investment outlook 2018 series: Views from our CIO 13:19

1
Investment outlook 2018 series: Fixed Interest 19:56

1
The investment case for Alphabet 16:49

1
Opportunities In Frontier Markets With Peter Leger 26:16

1
'SA in crisis' with Neville Chester 15:50

Skrócona instrukcja obsługi