22 episodes

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/

Coronation Podcasts Coronation Fund Managers

    • Business

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 Frontier Markets

    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.

    • 12 min
    2019 midyear outlook: Global Asset Classes

    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.

    • 13 min
    2019 midyear outlook: Global Emerging Markets

    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.

    • 8 min
    2019 midyear outlook: South African Equity

    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.

    • 9 min
    2019 midyear outlook: South African Fixed Interest

    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.

    • 15 min
    2019 Investment outlook series: African and Global Frontier Markets

    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.

    • 14 min

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