In this episode of DFM Discussions, MitonOptimal CIO Roeloff Horne speaks with Paul Bosman, Portfolio Manager at Granate Asset Management, about investing in a world of volatility, shifting global power dynamics and emerging opportunity.  

From the rise of China and the dominance of US innovation, to the overlooked opportunities within South Africa, the conversation explores how Granate identifies long term compounding opportunities and why volatility should be seen as a catalyst, not a risk.