The fixed income playbook - risk, rates, and real returns

Loading player...
In this episode of Money, Markets, and Masterminds, Citywire South Africa editor Ruan Jooste speaks with Premier Miton’s Global head of distribution, Jonathan Willcocks, and head of fixed income, Lloyd Harris about how the firm is navigating today’s fixed income environment and what it means for South African investors.

The conversation covers Premier Miton’s Section 65 rollout, portfolio strategy, macro risks, credit markets, ESG integration and how the Premier Miton Strategic Monthly Income Bond fund fits into South African advice models.

Whether you’re rethinking duration, credit exposure, or income anchors, this episode offers valuable perspectives from one of the UK’s leading boutique managers.
26 Jun English South Africa Investing

Other recent episodes

Public vs private markets: The investment borders are blurring

In the latest episode of Money, Markets, and Masterminds, Citywire South Africa editor Ruan Jooste is joined by Morningstar South Africa’s head of investments, Sean Neethling, to unpack one of the hottest topics in finance: the convergence of public and private markets. From hedge funds and venture capital creeping into…
29 Sep 16 min

When employee benefits and advice worlds collide

In the latest episode of Money, Markets, and Masterminds, Citywire South Africa editor Ruan Jooste sits down with Bryan Nicol, independent financial adviser at Freedom Financial Planning; Duane Naicker, corporate partnerships executive at Alexforbes; and Johann Peens, independent employee benefits Specialist and financial adviser, to unpack one of the industry’s…
15 Sep 44 min

Sponsored: How South African institutions are rethinking risk and returns with Investec

In this sponsored episode of Money, Markets and Masterminds, brought to you in partnership with Investec for Institutions, we sit down with Richard Swain, head of institutional coverage at Investec. With more than two decades’ experience across London and South Africa in derivatives, equities and multi-asset solutions, Richard shares his…
3 Sep 37 min

Are small caps finally having their moment?

In this Mind over Markets episode of Money, Markets, and Masterminds, Morningstar’s head of investments, Sean Neethling, joins Citywire South Africa to unpack the ‘size debate’. From the Russell 2000 index’s rally to South Africa’s cheap but illiquid mid- and small-cap space, we explore whether the recent rotation is a…
1 Sep 18 min

Retiring in Africa: Cross-border lessons on building inclusive pension systems

In this special Money, Markets, and Masterminds roundtable, we take retirement planning beyond South Africa’s borders. Host Ruan Jooste is joined by Mtho Ncube, wealth manager and employee benefits consultant at GTC in Johannesburg; LeRoy Otenyo, employee and retirement benefits consultant at Zamara Group in Kenya; and Edmond Ade, certified…
14 Aug 46 min