DFM Discussions with MitonOptimal

By MitonOptimal

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/invitat... more

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FAQs about DFM Discussions with MitonOptimal:

How many episodes does DFM Discussions with MitonOptimal have?

The podcast currently has 42 episodes available.

DFM Discussions with MitonOptimal episodes:

February 14, 2024 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.
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8min
February 08, 2024 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.
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10min
January 31, 2024 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.
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10min
January 22, 2024 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.
...more
7min
November 09, 2023 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.
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12min
February 20, 2023 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.
...more
32min
February 16, 2023 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.
...more
32min
February 13, 2023 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.
...more
25min
November 17, 2022 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.
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27min
September 26, 2022A 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?
...more
25min

FAQs about DFM Discussions with MitonOptimal:

How many episodes does DFM Discussions with MitonOptimal have?

The podcast currently has 42 episodes available.