31 episodes

As the leaders in investment management, we want to share our expertise and insight with you. Welcome to Efficient Private Clients where we discuss everything from what is happening in the markets to the global political climate and everything in between that is the world of finance. e: invest@efpc.co.za | www.efpc.co.za | FSP 47481.The views shared on this platform are for informational purposes and do not constitute financial advice.

Efficient Private Clients Efficient Private Clients

    • Business
    • 5.0 • 2 Ratings

As the leaders in investment management, we want to share our expertise and insight with you. Welcome to Efficient Private Clients where we discuss everything from what is happening in the markets to the global political climate and everything in between that is the world of finance. e: invest@efpc.co.za | www.efpc.co.za | FSP 47481.The views shared on this platform are for informational purposes and do not constitute financial advice.

    AI & Technology - Episode 2

    AI & Technology - Episode 2

    Demystifying AI Investing: A Dive into Tech Giants & Cutting-Edge Tech. 
    This week, we peel back the curtain on AI investments. We'll analyze how Microsoft, Meta, Amazon, and Apple are pushing the boundaries of AI, from chatbots and AI assistants to the Metaverse and microchip marvels. 

    • 8 min
    AI & Technology - Episode 1

    AI & Technology - Episode 1

    Is AI just a buzzword or a business revolution in the making? In this first part of our AI & Technology series, our guest, Renier van Zyl, CFA, Portfolio Manager at Efficient Private Clients, cracks the code on how this game-changing tech is reshaping industries and redefining revenue streams.

    • 9 min
    Quarterly Commentary Q42023 - by Renier van Zyl

    Quarterly Commentary Q42023 - by Renier van Zyl

    Listen to our Quarterly Feedback by portfolio manager, Renier van Zyl. In this episode we answer the following questions:
    What were the key narratives in emerging markets for the entire 2023 and particularly in Q4?What forces defined the performance of developed markets in 2023?Gold and Bitcoin surged last year—what distinct forces influenced their trajectories?What were the major themes in Q4 2023, and what adjustments were made to portfolios?Looking ahead to 2024, what market expectations do you have, and how do you plan to navigate this environment?

    • 12 min
    Special Edition: What the smart money is doing and steps for hopeful investors

    Special Edition: What the smart money is doing and steps for hopeful investors

    In this special edition, Dr. Francois Stofberg and Kyle Pape delve into the recent market volatility and the extended business cycle since 2020. They underscore the impact of this volatility on clients' investments, particularly for South African investors saving for retirement, who have experienced poor portfolio performance over the past seven to ten years. They emphasize the importance of saving for retirement and the global shift away from developed countries to emerging markets. They note that smart money is recognizing the long-term potential in South Africa, while a decline in political stability and policies could pave the way for a more hopeful future. To take advantage of the opportunities offered by the current economic climate, investors should upskill themselves, vote for change, and be patient with their investments.

    • 11 min
    Bonus Episode, OFM interview with Aubrey Larkins: South African Repo Rate Remains Unchanged (please see the show notes for a summary in English)

    Bonus Episode, OFM interview with Aubrey Larkins: South African Repo Rate Remains Unchanged (please see the show notes for a summary in English)

    Interview with Olebogeng Motse on OFM
    Interest Rates Remain Unchanged in South Africa: What influenced the SARB's decision and what can we expect in the future?
    Key Takeaways:
    The SARB kept the repo rate unchanged at 8.25% due to the recent higher-than-expected inflation rate.The SARB's decision is based on a longer-term view, recognizing the potential for a downward trend in inflation despite recent supply- and price-driven inflation shocks.The core inflation rate of about 4.4% indicates that despite volatile elements like fuel and energy prices, inflation is trending downward.The SARB acknowledged the possibility of future price shocks that could lead to rand depreciation and necessitate intervention.Central banks worldwide are navigating a delicate balance between interest rates and economic activity.Delays at South African ports further impact consumers through secondary inflation and strain the country's Balance of Payments.


     

    • 4 min
    Bonus Episode: Extract from our latest Market Call webinar

    Bonus Episode: Extract from our latest Market Call webinar

    Listen to an extract of our latest Market Call hosted by specialists from Efficient Private Clients and NAVIGA.
     We discuss inflation, interest rates, the possibility of a US recession, the labour market, and the upcoming US elections. We also look at Emerging- and Developed Markets in terms of sentiment shifts, currencies, returns, asset allocations and investments.
     Complete this form to sign up for our monthly Market Call webinars in real time.
    Time zone: GMT+2

    • 1 hr 38 min

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