Corospondent Podcast

Coronation Fund Managers

Coronation Fund Managers is a leading active investment manager based in Cape Town, South Africa. Our podcasts offer engaging conversations on the latest topics in investments. Disclaimer: https://www.coronation.com/institutional/legal/podcast-disclaimer/

  1. 12/06/2024

    Up the creek

    Water security is one of South Africa’s most pressing challenges. We unpack the economic ripple effects of water shortages and explore regulatory shifts and infrastructure efforts aimed at improving water management. Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA listeners

    11 min

  2. 11/14/2024

    The AI gold rush

    We discuss the proverbial “picks and shovels” companies in the AI ecosystem, like infrastructure and hardware providers, as well as key players and technological advancements driving AI forward. Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA listeners

    18 min

  3. 06/04/2024

    The power brief: episode 2

    We discuss the outlook for loadshedding for the next two years. With new capacity coming online, when can we expect loadshedding to end? Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA listeners

    12 min

  4. 05/28/2024

    The power brief: Episode 1

    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 · Disclaimer - Global (ex US) listeners · Disclaimer - SA listeners

    12 min

  5. 04/11/2024

    When economies falter: Episode 3

    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

    13 min

  6. 04/03/2024

    When economies falter: Episode 2

    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 listeners

    16 min

  7. 03/25/2024

    When economies falter: Episode 1

    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 listeners

    12 min
  8. 2019 midyear outlook: Global Frontier Markets

    07/26/2019

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

    13 min
See All (29)

About

Coronation Fund Managers is a leading active investment manager based in Cape Town, South Africa. Our podcasts offer engaging conversations on the latest topics in investments. Disclaimer: https://www.coronation.com/institutional/legal/podcast-disclaimer/

Information

  • Creator
    Coronation Fund Managers
  • Years Active
    2017 - 2024
  • Episodes
    29
  • Rating
    Clean
  • Copyright
    © Coronation Fund Managers
  • Show Website
    Corospondent Podcast