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Hosted by Coronation Fund Managers · 🇺🇸 US · EN · 29 episodes
Established thought leaders with verified media credentials.
Coronation Fund Managers is a leading active investment manager based in Cape Town, South Africa. Our podcasts offer engaging conversations on the latest topics in investments.Disclaimer: https://www.coronation.com/institutional/legal/podcast-disclaimer/
Coronation Fund Managers hosts Corospondent Podcast, a business show with 29 episodes published.
Water security is one of South Africa’s most pressing challenges. We unpack the economic ripple effects of water shortages and explore regulatory shifts and infrastructure efforts aimed at improving water management. Dis
We discuss the proverbial “picks and shovels” companies in the AI ecosystem, like infrastructure and hardware providers, as well as key players and technological advancements driving AI forward. Disclaimer - US listeners
We discuss the outlook for loadshedding for the next two years. With new capacity coming online, when can we expect loadshedding to end? Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA
In The power brief we tackle burning questions about loadshedding, Eskom, and energy supply in South Africa. Join Head of Fixed Interest Research, Mauro Longano, and Fund Manager Azola Lowan as they look into the reasons
The series concludes with a case study on Brazil, a discussion on what sets South Africa apart from the countries discussed in this series and broad guidelines for investors on asset allocation in so-called “worst-case s
In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability. Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Discl
Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively. Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA listeners
In this episode, Head of Global Frontier Markets Peter Leger provides an update on Zimbabwe and shares why he’s seeing significant upside to fair value within our Frontier Market portfolios. Episode disclaimer - Global (
Coronation Fund Managers — In this episode, Head of Global Frontier Markets Peter Leger provides an update on Zimbabwe and shares why he’s seeing significant upside to fair value within our Frontier Market portfoli
In this episode, Head of Global Developed Markets Research Neil Padoa unpacks the unusual situation of having bull markets in both equities and bonds and shares how we are positioned across the global asset classes. Epis
Coronation Fund Managers — In this episode, Head of Global Developed Markets Research Neil Padoa unpacks the unusual situation of having bull markets in both equities and bonds and shares how we are positioned acro
In this episode, investment analyst Lisa Haakman discusses key changes to our Global Emerging Markets Strategy in recent months and unpacks a few opportunities that excites us. Episode disclaimer - SA listeners · Episode
Coronation Fund Managers — In this episode, investment analyst Lisa Haakman discusses key changes to our Global Emerging Markets Strategy in recent months and unpacks a few opportunities that excites us. Episode di
In this episode, Portfolio Manager Pallavi Ambekar talks about the outlook for South African equities, where we are finding value and why we remain cautious on adding meaningfully to domestic SA businesses in our portfol
Coronation Fund Managers — In this episode, Portfolio Manager Pallavi Ambekar talks about the outlook for South African equities, where we are finding value and why we remain cautious on adding meaningfully to dome
Coronation Fund Managers — In this episode, Portfolio Manager Mauro Longano talks about South African and global expectations around monetary policy direction, the drivers behind the outlook for the South African e
In this episode, Portfolio Manager Mauro Longano talks about South African and global expectations around monetary policy direction, the drivers behind the outlook for the South African economy and what to expect from lo
Coronation Fund Managers — In this episode, Kirshni Totaram, global head of institutional business, is joined by head of global frontier markets Peter Leger to talk about the prospects for frontier markets, both in
In this episode, Kirshni Totaram, global head of institutional business, is joined by head of global frontier markets Peter Leger to talk about the prospects for frontier markets, both in African and globally, in 2019. E
Coronation Fund Managers — In this episode, Kirshni Totaram, global head of institutional business, is joined by head of global developed markets Louis Stassen to talk about the prospects for global asset classes i
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Corospondent Podcast is hosted by Coronation Fund Managers. The show is categorised under business and has published 29 episodes.
Corospondent Podcast has published 29 episodes.
Corospondent Podcast regularly covers business. It sits in the business category.
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