‘I think you have to be very careful with the US as an investment destination; other markets are becoming much more interesting’ – Herman van Papendorp, Momentum Investments Head of Asset Allocation.
Sithembile Bopela from FNB Wealth and Investments unpacks whether Aspen’s plan to sell its APAC (ex-China) assets sharpens the investment case. Herman van Papendorp from Momentum Investments explores how the US attack on Venezuela carries consequences well beyond Latin America, with longer-term implications for investors. Craig Antonie of AnBro Capital…
Infringing on central bank independence is ‘really doing the opposite of investing in your future; you're investing in now at the expense of the future’ – Future Forex CEO Harry Scherzer.
Faheema Adia of Momentum Securities on the Mr Price German deal announced late last year. The market hates it, but is it all bad? Future Forex CEO Harry Scherzer weighs in on the importance of central bank independence. And, Satrix CIO Kingsley Williams discusses their new global Property ETF.
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