Investment Insights - Omri Thomas

Loading player...

Omri Thomas of Abax Investments, Portfolio Manager of the Nedgroup Investments Opportunity Fund, provides context for the global economic impacts resulting from the virus.
Our daily fund recordings are live recordings of calls with fund managers on how they are dealing with the COVID-19 pandemic. These are unedited and may only be relevant at the time of the recording.

23 Apr 2020 English South Africa Investing · Business News

Other recent episodes

Market and economic wrap: Markets ignore Trump and Musk feud while Rand continues to rally

Join Trevor Garvin for this week's market and economic wrap, titled: "Markets ignore Trump and Musk feud while Rand continues to rally." In this episode, Trevor discusses the European Central Bank's interest rate cut, US President Donald Trump's call for a significant interest rate cut, the ongoing US-China trade discussions,…

10 Jun 6 min

The value of advice series: Challenges in the formal savings industry: A crisis of accessibility and trust?

In this hard-hitting episode 3 of the value of advice series, Luthando Mzilikazi explores the growing accessibility and trust challenges facing South Africa’s formal savings industry and unpacks five systemic barriers that impact low-income investors, the high cost of poor communication and governance, what providers are doing to restore trust…

9 Jun 6 min

Inside the mind of a fund manager: Walter Aylett on selling Berkshire Hathaway and Warren Buffett's legacy

In this episode of our Investments Insights podcast, Natalie Helmbold, Investment Analyst, sits down with Walter Aylett, founder of Aylett & Co and portfolio manager of the Nedgroup Investments Bravata Worldwide Flexible Fund. With decades of experience in asset management, Walter is known for his deep conviction in quality businesses…

3 Jun 13 min

The value of advice series: Not all advice is good: How to pick a financial advisor you can trust

Not all advice is good advice, so how do you pick the right financial advisor and protect your future? In episode 2 of the value of advice series, Luthando Mzilikazi, Regional Manager: Gauteng, breaks down how to evaluate credibility, transparency and trust before choosing a financial advisor and trusting them…

2 Jun 6 min

Market and economic wrap: Oval Office drama eclipses Budget 3.0, while the US Dollar suffers a crisis in confidence

This week on the Market and Economic Wrap podcast, Tumisho Grater delves into the recent meeting between President Trump and President Ramaphosa, which was marked by tension and robust discussions. Tumisho covers the claims of genocide in South Africa, President Ramaphosa's firm rejection of these claims, and his efforts to…

27 May 7 min

All episodes