Investment outlook 2018 series: Global and Africa Frontiers

Loading player...

In this third episode of our investment outlook series, Kirshni Totaram, global head of institutional business, is joined by head of global frontier markets Peter Leger, to talk about the very positive political winds of change that have swept across three African nations and share some of the attractive investment opportunities in global and Africa frontier markets.

20 Feb 2018 English South Africa Investing · Business

Other recent episodes

Up the creek

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.

6 Dec 2024 11 min

The AI gold rush

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.

14 Nov 2024 17 min

The power brief: episode 2

We discuss the outlook for loadshedding for the next two years. With new capacity coming online, when can we expect loadshedding to end?

4 Jun 2024 12 min

The power brief: Episode 1

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 for the sustained streak without loadshedding and ask what we can expect heading into…

28 May 2024 11 min

When economies falter: Episode 3

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 scenarios”.

11 Apr 2024 13 min

All episodes