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Moments with our investment gurus

As inflation has surged over the last few years, central banks have been increasing interest rates, making global fixed interest an investable asset class again. At our latest A Moments with our Investments Gurus webinar, held on 16 November, we discussed inflation and interest rates, from a local and global perspective, with views from our portfolio managers on the environment and investment opportunities.

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Event presentations

Sanisha Packirisamy

Taming the inflation genie

Zisanda Gila

Cash is king, the opportunity of the moment

Ian Scott

Flexible income and the future opportunity set

Stanley Bisho

Equities on the hiking path

Previous event

Interest rates have been on a rising trend – resulting in a changing market landscape for businesses and investors. This presents opportunities for saving and potential portfolio rebalancing as certain investments become more attractive than others. At our ‘moments with our investment gurus’ webinar that took place on 8 August 2023, we took a closer look at how investors can benefit from rising interest rates.

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Previous event presentations

Sanisha Packirisamy

Has the low-hanging fruit rotted in SA?

Herman van Papendorp

The importance of the two Rs for portfolio positioning: (US) Recession and Rates

Karabo Seima

Finding value in the credit market landscape

Loftie Botha

When factors converge

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