Talking about the market, and especially fixed income
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Arno Lawrenz - CIO of Sasfin Asset Management
Other recent episodes
You need a strong stomach for deep value investing
Malungelo Zilimbola, founder and CEO of Mazi Asset Management, warns young investors against chasing stock tips and quick profits, arguing that today’s culture of speculation risks confusing investing with betting.
Trying to drown out the noise ...
Investment insights from Reza Hendrickse, portfolio manager at PPS Investments.
'The bigger risk is that gold goes higher, not lower’
Ninety One’s George Cheveley says central bank buying, US fiscal strain and resilient margins could extend the gold rally.
From getting a foot in the door to investing in global giants
This idea of 'earning a dividend cheque while you slept' and having something to replace your income became quite appealing to me and a pretty big part of my investment strategy’ – Craig Antonie, chief investment officer of AnBro Capital Investments.
‘Don’t let something like Steinhoff derail you’ – Ashburton CIO
My philosophy is to invest when markets are dislocated, because companies might face challenges but whole industries won’t disappear forever: Patrice Rassou of Ashburton Investments.