Trade wars favour emerging markets

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Alistair MacDonald - vice president and institutional portfolio manager -
Franklin Templeton emerging markets

20 Jul 2018 English South Africa Business Ryk van Niekerk

From getting a foot in the door to investing in global giants

This idea of 'earning a dividend cheque while you slept' and having something to replace your income became quite appealing to me and a pretty big part of my investment strategy’ – Craig Antonie, chief investment officer of AnBro Capital Investments.

4 Dec 2024 24 min

‘Don’t let something like Steinhoff derail you’ – Ashburton CIO

My philosophy is to invest when markets are dislocated, because companies might face challenges but whole industries won’t disappear forever: Patrice Rassou of Ashburton Investments.

27 Nov 2024 22 min

Keep it simple, sleep well at night, get (very) good returns

Investment strategies that led to a 1 600% return on Nvidia for Ziyaad Sarang of Revego Fund Managers and Investec.

23 Oct 2024 18 min

Does ‘bunking school and jumping off cliffs’ foretell future investing?

Erik Nel of Terebinth Capital shows how you can reach your destiny through avid reading and working towards it.

9 Oct 2024 18 min

Could standup comedy lead to investment insights?

Varshan Maharaj from Allan Gray has a lot of intellectual curiosity, sees participating in markets as a ‘contest of ideas’, believes in the basket approach to thematic investing, and tells us which ‘theme basket’ his proudest investment sits in.

2 Oct 2024 20 min

Trade wars favour emerging markets

Other recent episodes

From getting a foot in the door to investing in global giants

‘Don’t let something like Steinhoff derail you’ – Ashburton CIO

Keep it simple, sleep well at night, get (very) good returns

Does ‘bunking school and jumping off cliffs’ foretell future investing?

Could standup comedy lead to investment insights?

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