• Money, Markets and Masterminds

  • Written by: Citywire
  • Podcast

Money, Markets and Masterminds

Written by: Citywire
Listen for free

  • 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
    Show more Show less
Episodes
  • Responsible investing is much more than just picking companies that claim to be green

    Responsible investing is much more than just picking companies that claim to be green
    Sep 10 2024
    In this podcast episode, we delve into the world of responsible investing and discuss Investec Wealth & Investment International’s newly launched ESG and Responsible Investing Guidebook. We explore how this free-to-download educational resource can help trustees, investors, and fund selectors navigate the complexities of integrating environmental, social, and governance (ESG) considerations into their investment strategies.

    ESG is no longer a niche strategy; it has entered the mainstream as businesses and institutions are increasingly expected to be responsible stewards of the planet and its people. However, this shift comes with its challenges, especially when it comes to managing money and aligning investment returns with institutional values.

    We asked Barry Shamley (pictured below), portfolio manager of the Investec BCI Dynamic Equity fund and co-manager of the Investec Global Sustainable Equity fund at Investec Investment Management to help us examine his approach of incorporating ESG into his investment strategies and what questions should be posed to issuers to enable long-term success and sustainability.

    We also explore the trends shaping the future of ESG investing and the challenges faced by trustees, investors, and fund managers in adapting to this rapidly evolving landscape.
    Show more Show less
    17 mins
  • Why DFMs are geared to support advisers, not replace them

    Why DFMs are geared to support advisers, not replace them
    Sep 6 2024
    In this episode of Money, Markets, and Masterminds we delve into the growing role of discretionary fund managers (DFMs) in the financial advisory landscape. We are joined by Nadir Thokan, senior DFM specialist at Alexforbes, to discuss how DFMs are transforming the industry by providing streamlined portfolio management, research, and compliance support for financial advisers.

    We explore the benefits for advisers in outsourcing investment decisions, the challenges surrounding transparency and fees and how DFMs complement financial advisers rather than replace them. Given South Africa’s rapidly growing DFM market, we also discuss how best practices and international trends, particularly from the UK, can help ensure sustainable growth for the industry.

    Advisers who want to learn more can listen to our conversation below
    Show more Show less
    21 mins
  • A random walk down bond street

    A random walk down bond street
    Sep 3 2024
    Nearly two and a half years after the US Federal Reserve (Fed) kicked off a massive increase in interest rates, in a bid to combat surging inflation of course, global bond markets now appears to be heading in a new direction.

    It is widely believed that the Fed will start cutting interest rates this month at its policy-setting meeting on 18 September.

    The CME FedWatch tool shows that futures markets are pricing in about a 65% chance of a 25 basis-point cut, while the probability of a more aggressive 50 basis-point cut is around 35%. To show how expectations have shifted: a month ago the market was expecting only a 4% chance of a 50 basis-point cut.



    However, following a weaker-than-expected American jobs report showing unemployment rising to 4.3% in July, recession fears have begun to surface. The August report drops this Friday. So, there are still a few unknowns about, including what this all means for bonds going forward.

    So here to help us make sense of it all, we are joined by Morningstar South Africa’s head of investments, Sean Neethling. Listen to our conversation below.
    Show more Show less
    20 mins
activate_samplebutton_t1
Personal Finance Economics
Show more Show less

What listeners say about Money, Markets and Masterminds

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.ca reviews

Amazon Reviews
No reviews are available