Coronation Fund Managers

2019 Investment outlook series: SA Equities

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.

1 Feb 2019 10 min

No shock for platinum group metals from electric cars

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…

13 Nov 2018 14 min

What excites us in frontier markets?

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…

3 Oct 2018 11 min

Matters of Land

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…

24 May 2018 19 min

Financial scandals and the auditing profession - Where to from here?

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.

3 May 2018 17 min

Investment outlook 2018 series: Emerging markets

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.

6 Mar 2018 20 min

Budget 2018: An overview

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.

23 Feb 2018 17 min

Investment outlook 2018 series: Global and Africa Frontiers

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…

20 Feb 2018 19 min

Investment outlook 2018 series: Views from our CIO

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.

16 Feb 2018 13 min

Investment outlook 2018 series: Fixed Interest

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.

12 Feb 2018 19 min

The investment case for Alphabet

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.

31 Jan 2018 16 min

Opportunities In Frontier Markets With Peter Leger

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.

26 May 2017 26 min

'SA in crisis' with Neville Chester

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!

4 May 2017 15 min