Allocator Media Podcast

Mike Adsetts is Chief Investment Officer at Momentum Investments, a South African multi-asset manager. In this episode, he talks about strategic and tactical asset allocation strategies, how liquidity and regulation impact investment decision-making, and why he's still a firm believer in ESG investment principles. Enjoy!

Learn more about Mike Adsetts | Momentum Investments

LinkedIn: https://www.linkedin.com/in/mike-adsetts

Website: https://www.momentum.co.za

Learn more about Chipo Muwowo | African Allocator Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://www.africanallocator.com

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Vuyo Ntoi is Co-Managing Director at African Infrastructure Investment Managers (AIIM), one of the continent’s leading sustainable infrastructure investors. In this episode, he shares how AIIM is allocating its new $954 million pan-African infrastructure investment fund, why local knowledge is key to investment success, and how he navigates short-term market noise vs. long-term strategy and conviction. Enjoy!

Learn more about Vuyo Ntoi | African Infrastructure Investment Managers (AIIM)

LinkedIn: https://www.linkedin.com/in/hlompho-vuyo-ntoi-196b232

Website: https://aiimafrica.com

Learn more about Chipo Muwowo | African Allocator Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://www.africanallocator.com

Hosted on Acast. See acast.com/privacy for more information.

Ayo Salami is Chief Investment Officer at Emerging Markets Investment Management (EMIM), a London-based investment manager. In this conversation, he reflects on his journey from academia to fund management, provides a historical view of the present moment in African listed equity valuations, and explains why domestic African capital sources are key to the next decade of African development.

Learn more about Ayo Salami | Emerging Markets Investment Management

Website: https://emim.com/

Learn more about Chipo Muwowo | African Allocator Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://www.africanallocator.com

Hosted on Acast. See acast.com/privacy for more information.

Aum Thacker is an investment professional at TLG Capital, a London-based private credit investment firm focused on African markets. In this conversation with Chipo Muwowo, he discusses why private credit is transformative for African entrepreneurs, how TLG structures deals to reduce risk in Africa's rapidly evolving private credit landscape, and why a Nollywood deal remains his firm favourite. Aum also shares one thing he’s optimistic about, and one thing he’s cautious of as he looks to the rest of 2025. Enjoy!

Learn more about Aum Thacker | TLG Capital

LinkedIn: https://www.linkedin.com/in/aumthacker/ 

Website: https://tlgcapital.com/ 

Learn more about Chipo Muwowo | African Allocator Podcast

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Website: https://www.africanallocator.com

Hosted on Acast. See acast.com/privacy for more information.

In this conversation, Chipo Muwowo speaks with Thea Jamison, Managing Director, CHANGE Global Investment. Thea explains why she likes blue-chip companies “that have multi-bagger upside”, where in Africa her firm is currently invested, and why the gap between perception and reality is Africa’s biggest investment challenge. She also shares one thing she’s optimistic about, and one thing she’s cautious of as she looks to the rest of 2025. Enjoy!

Learn more about Thea Jamison | Change Global Investing

LinkedIn: https://www.linkedin.com/in/theajamison/

Website: https://www.changegi.com/

Learn more about Chipo Muwowo:

LinkedIn: https://www.linkedin.com/in/chipomuwowo/

Hosted on Acast. See acast.com/privacy for more information.