Protea Asset Management CEO Jean Pierre Verster describes how his company uses both a fundamental and a quantitative approach, which he has termed a ‘quantimental’ investment process.

Market Commentator

Ways in which investors or analysts generally approach share analysis

Rezco Asset Management's CIO, Rob Spanjaard.

'We're at the backend of a bubble ...'

Private equity looks for businesses generating free cashflow, and uses financial engineering to optimise returns in the business; venture capital is about building something which doesn't exist and turning it into something compelling’: Llewellyn Claasen from Newtown Partners

Venture capital and private equity – what&#39;s the difference?

Markets and music

Arno Lawrenz - CIO of Sasfin Asset Management

Talking about the market, and especially fixed income

And why – Hannes van den Berg, co-head of SA Equity & Multi-Asset within the 4Factor team at the asset manager explains.

What Ninety One is buying and selling

‘I do believe that our companies from a valuation perspective – even despite those shorter-term risks – are for the longer term in a good position’: CIO Sonja Saunderson from Momentum Investments.

Is SA a bit of a value trap following the events of the past decade?

Dr Adrian Saville – investment specialist, Genera Capital, and Gibs professor.

Working in a ‘multi-family investment office’

Patrice Rassou - CIO, Ashburton Fund Managers

Market Commentator Podcast

‘We think SA equities are very compelling right now, and it's a big change in view compared to where we were three years ago, five years ago’ says the Coronation CIO.

'We have stunning value in our equity and bond market' – Karl Leinberger

Allan Gray CIO Duncan Artus talks equities, Reg 28, cryptos, the Naspers/ Prosus share swop and why the money manager doesn't offer a flexible fund.

'SA is one of the top-performing equity markets over the last 120 years'

‘Marriott is all about helping investors build income streams for when they decide to retire, and ... for a source of income from their investments,’ Duggan Matthews CIO, Marriott Investment Managers.

Behavioural change since Covid-19’s onset has impacted the performance of many companies

These podcasts range from an in-depth interviews with business leaders, as well as the analysis of the news of the day, comprehensive analyses of news events to inspirational interviews with business leaders.

hubhopper

Market Commentator

hubhopper