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DFM Discussions with MitonOptimal episodes
- Five In Five with 36ONE
Portfolio Manager, Jacques de Kock, chats to 36ONE Portfolio Manager Steven Hurwitz in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
8 min - Managing geopolitical threats and identifying opportunities
Head of Portfolio Management, Roeloff Horne, chats to Paul Bosman, of Granate Asset Management, about managing geopolitical threats and identifying opportunities.
10 min - Navigating geopolitical risks: portfolio insurance & opportunities
Head of Portfolio Management, Roeloff Horne, chats to Evan Walker and Steven Hurwitz, of 36ONE, about insuring portfolios against political risk.
10 min - Five In Five with Allan Gray
Portfolio Manager, Jacques de Kock, chats to Allan Gray Chief Investment Officer Duncan Artus in our series, Five In Five.
This series gives you a glimpse into our due dilligence process and will bring you insights from some of South Africa’s leading investment specialists. We’re posing them five questions to answer in five minutes.
7 min - SA Retail Bonds: Are they really "risk free"?
Head of Portfolio Management, Roeloff Horne, chats to Duncan Artus, Chief Investment Officer at Allan Gray, about SA Retail Bonds - questioning whether this asset class really is "risk free". Duncan Artus also provides an update on the Allan Gray Stable Fund.
12 min - Looking Back, Looking Ahead - Part 3
In the latest episode of DFM Discussions Jacques De Kock chats to MD and Senior Portfolio Manager at Terebinth Capital, Nomathibana Okello.
In this three part podcast, they look back on the year that was and discuss macro and asset allocation views for 2023.
32 min - Looking Back, Looking Ahead - Part 2
In the latest episode of DFM Discussions Jacques De Kock chats to MD and Senior Portfolio Manager at Terebinth Capital, Nomathibana Okello.
In this three part podcast, they look back on the year that was and discuss macro and asset allocation views for 2023.
32 min - Looking Back, Looking Ahead - Part 1
In the latest episode of DFM Discussions Jacques De Kock chats to MD and Senior Portfolio Manager at Terebinth Capital, Nomathibana Okello.
In this three part podcast, they look back on the year that was and discuss macro and asset allocation views for 2023.
25 min - Hedge Funds Unpacked
In this episode of DFM Discussions, we chat to Alan Yates, Head of Distribution at Peregrine, about Hedge Funds. We unpack how they differ from general CIS funds and demystify the misconceptions surrounding them.
27 min - A Conversation On Commodities
In this episode of DFM Discussions we chat to founder of Coherent Capital Management Andy Pfaff on
- Why & how do direct commodities differ from Resource Equities?
- What are the economic factors influencing commodity prices at the moment?
- Why include direct commodities in an investment portfolio?
25 min
About DFM Discussions with MitonOptimal
From the publisher's feed
A series of podcasts providing key market insights, industry information and regulatory analysis.
The content of this podcast is for information purposes only and does not constitute an offer/invitation to any person. The opinions expressed are subject to change and are not to be interpreted as investment advice. You should consult an adviser who will be able to provide appropriate advice based on your specific needs and circumstances. MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the FSCA -Registration No. 2005/032750/07.