I chatted with Marius Oberholzer, head of multi-strategy at STANLIB, on changing trends in investing, as future returns may be lower than the previous decade. We also touched on how much to have offshore, especially within Regulation 28 products that now allow for 45%. Should one max it out?
You can also listen to this podcast on iono.fm here.
Afrimat is the best dealmaker on the JSE, and I spoke with Bruce Williamson of Integral Asset Management about their latest cautionary. The statement doesn’t say much, but Bruce thinks there is great potential as the major miners are neglecting opportunities that are just the right size for Afrimat.
You can also listen to this podcast on iono.fm here.
The South African Reserve Bank’s Financial Stability Review is seldom a widely read document, but Bianca Botes from Citadel Global noted that the threat of sanctions is mentioned in the report. Being sanctioned from SWIFT would be disastrous for South Africa but Bianca thinks that it is unlikely, but does caution that SA needs to tread carefully.
You can also listen to this podcast on iono.fm here.
Alternative assets are a large asset class covering everything from crypto to structured products, and I spoke with Jaltech partner Jonty Sacks about their recent survey on the asset class. While there is considerable interest, there are also concerns about potential returns falling short of investors’ expectations.
You can also listen to this podcast on iono.fm here.
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