Coronation Fund Managers Coronation Fund Managers
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Coronation is an independent investment manager with a strong track record. Our podcast features insights into investing and opportunities from around the globe.
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Important information for the Global (ex US) listener:
https://www.coronation.com/global/legal/podcast-disclaimer/
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https://www.coronation.com/us/legal/podcast-disclaimer/
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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”.
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When economies falter: Episode 2
In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability.
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When economies falter: Episode 1
Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively.
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2019 midyear outlook: Global Frontier Markets
In this episode, Head of Global Frontier Markets Peter Leger provides an update on Zimbabwe and shares why he’s seeing significant upside to fair value within our Frontier Market portfolios.
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2019 midyear outlook: Global Asset Classes
In this episode, Head of Global Developed Markets Research Neil Padoa unpacks the unusual situation of having bull markets in both equities and bonds and shares how we are positioned across the global asset classes.
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2019 midyear outlook: Global Emerging Markets
In this episode, investment analyst Lisa Haakman discusses key changes to our Global Emerging Markets Strategy in recent months and unpacks a few opportunities that excites us.