• Money, Markets and Masterminds

  • Written by: Citywire
  • Podcast

Money, Markets and Masterminds

Written by: Citywire
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  • Summary

  • The podcast where we unravel the intricacies of investment, explore the ever-changing market, and tap into the wisdom of the masterminds who shape them both.
    Citywire
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Economics Personal Finance
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Episodes
  • The impact of Asisa’s new equity fund classifications on DFMs and asset managers

    The impact of Asisa’s new equity fund classifications on DFMs and asset managers
    Feb 4 2025
    In this episode of Money, Markets & Masterminds, we continue our Mind Over Markets series in partnership with Morningstar South Africa. I sat down with Michael Dodd, senior fund analyst at Morningstar, to discuss a major shift in South Africa’s equity fund landscape - the reclassification of unit trust categories.

    The Association for Savings and Investment South Africa (Asisa) has introduced a classification change, separating SA-only equity funds from general equity funds that include offshore allocations. This development is set to enhance transparency, improve fund comparability, and influence how discretionary fund managers (DFMs) and asset managers structure their portfolios.

    Dodd explained why Asisa introduced these category changes and what they mean for fund selection and how increased offshore limits (up to 45%) have influenced fund performance.

    Listen to our conversation on how fund managers, DFMs, and retail investors should navigate these changes and what trends will shape SA equity funds going forward.
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    12 mins
  • Lessons from the frontlines with Trevor Garvin - Two decades of money management

    Lessons from the frontlines with Trevor Garvin - Two decades of money management
    Jan 31 2025
    In this episode of Money, Markets, and Masterminds, Citywire South Africa sits down with Trevor Garvin, head of multi-management at Nedgroup Investments, to discuss two decades of insights from managing fund of funds unit trusts.

    From strategic asset allocation and the rise of passive investing to the impact of liquidity crises and cost-conscious portfolio construction, Garvin has seen it all.

    Listen to our conversation where he shares hard-earned lessons on navigating the evolving investment landscape.
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    32 mins
  • Market Outlook 2025 – The Perils of Prediction and the Principles of Investing

    Market Outlook 2025 – The Perils of Prediction and the Principles of Investing
    Jan 22 2025
    This week, we explore the challenges of market prediction and investment strategies in its latest episode of the new underlying series called the Long Game with Adrian Saville – economist, investor, and academic. The discussion highlights why financial markets resist simple forecasts due to their dynamic and interconnected nature. In this instance, two works are considered by Saville.

    The first piece of work comes from Bloomberg’s John Authers. At the end of each year, he writes an article for his imagined investment firm, Hindsight Capital, which makes fantastically astute decisions because they know – with the benefit of hindsight – what to buy and what to avoid. The fantasy shows just how hard it is to imagine what each year delivers. The second piece of work comes from Cliff Asness, co-founder of AQR Capital Management, who, in a recent article leaps forward a decade, imagining the errors that will become evident in hindsight by 2035.

    Drawing on these two works, the episode tackles the futility of prediction and the importance of building resilient investment portfolios from the get-go.
    The conversation also delves into current market trends, including risks in the US equity rally, debt challenges with US Treasuries, and China’s economic slowdown and potential parallels with Japan..

    Emphasising discipline and preparation, the podcast offers actionable insights to help investors align portfolios with their long-term goals.
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    28 mins

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