33 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.

    Cryptocurrencies - Episode 2

    Cryptocurrencies - Episode 2

    This week’s episode emphasises the importance of understanding risk versus reward when investing in cryptocurrencies.Once investors have accepted cryptocurrencies as an alternative asset class, the focus falls on utility, and willing buyers and sellers. A client’s risk appetite will determine how much of their entire portfolio to invest in cryptocurrencies.

    • 10 min
    Cryptocurrencies - Episode 1

    Cryptocurrencies - Episode 1

    Cryptocurrencies are a cost-efficient system that can help to increase the transaction ability of many things as well as economic activity. It is important to understand the role of private currency, such as Bitcoin, and the potential benefits of cryptocurrencies.

    • 9 min
    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...

    • 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 not...

    • 11 min

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