Corospondent Podcast

Up the creek

Water security is one of South Africa’s most pressing challenges. We unpack the economic ripple effects of water shortages and explore regulatory shifts and infrastructure efforts aimed at improving water management.

6 Dec 2024 11 min

The AI gold rush

We discuss the proverbial “picks and shovels” companies in the AI ecosystem, like infrastructure and hardware providers, as well as key players and technological advancements driving AI forward.

14 Nov 2024 17 min

The power brief: episode 2

We discuss the outlook for loadshedding for the next two years. With new capacity coming online, when can we expect loadshedding to end?

4 Jun 2024 12 min

The power brief: Episode 1

In The power brief we tackle burning questions about loadshedding, Eskom, and energy supply in South Africa. Join Head of Fixed Interest Research, Mauro Longano, and Fund Manager Azola Lowan as they look into the reasons for the sustained streak without loadshedding and ask what we can expect heading into…

28 May 2024 11 min

When economies falter: Episode 3

The series concludes with a case study on Brazil, a discussion on what sets South Africa apart from the countries discussed in this series and broad guidelines for investors on asset allocation in so-called “worst-case scenarios”.

11 Apr 2024 13 min

When economies falter: Episode 2

In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability.

3 Apr 2024 16 min

When economies falter: Episode 1

Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively.

25 Mar 2024 11 min

2019 midyear outlook: Global Frontier Markets

In this episode, Head of Global Frontier Markets Peter Leger provides an update on Zimbabwe and shares why he’s seeing significant upside to fair value within our Frontier Market portfolios.

26 Jul 2019 12 min

2019 midyear outlook: Global Asset Classes

In this episode, Head of Global Developed Markets Research Neil Padoa unpacks the unusual situation of having bull markets in both equities and bonds and shares how we are positioned across the global asset classes.

26 Jul 2019 13 min

2019 midyear outlook: Global Emerging Markets

In this episode, investment analyst Lisa Haakman discusses key changes to our Global Emerging Markets Strategy in recent months and unpacks a few opportunities that excites us.

26 Jul 2019 8 min

2019 midyear outlook: South African Equity

In this episode, Portfolio Manager Pallavi Ambekar talks about the outlook for South African equities, where we are finding value and why we remain cautious on adding meaningfully to domestic SA businesses in our portfolios.

26 Jul 2019 9 min

2019 midyear outlook: South African Fixed Interest

In this episode, Portfolio Manager Mauro Longano talks about South African and global expectations around monetary policy direction, the drivers behind the outlook for the South African economy and what to expect from local fixed interest asset classes going forward.

26 Jul 2019 15 min

2019 Investment outlook series: African and Global Frontier Markets

In this episode, Kirshni Totaram, global head of institutional business, is joined by head of global frontier markets Peter Leger to talk about the prospects for frontier markets, both in African and globally, in 2019.

1 Feb 2019 14 min

2019 Investment outlook series: Global asset classes

In this episode, Kirshni Totaram, global head of institutional business, is joined by head of global developed markets Louis Stassen to talk about the prospects for global asset classes in 2019.

1 Feb 2019 10 min

2019 Investment outlook series: Global Emerging Markets

In this episode, Kirshni Totaram, global head of institutional business, is joined by portfolio manager Suhail Suleman to talk about the prospects for global emerging market equities in 2019.

1 Feb 2019 13 min

2019 Investment outlook series: SA Fixed Interest

In this episode, Kirshni Totaram, global head of institutional business, is joined by head of fixed interest Nishan Maharaj to talk about the prospects for SA fixed interest in 2019.

1 Feb 2019 10 min

2019 Investment outlook series: SA Equities

In this episode, Kirshni Totaram, global head of institutional business, is joined by portfolio manager Neville Chester to talk about the prospects for SA equities in 2019.

1 Feb 2019 10 min

No shock for platinum group metals from electric cars

In our latest podcast, Kirshni Totaram, head of institutional business at Coronation interviewed investment analyst Nicholas Hops, where he explains why Coronation backs platinum group metals (PMGs). Find out how headwinds to the roll out of electric vehicles underpin the intrinsic value of PMGs, and also why some mines are…

13 Nov 2018 14 min

What excites us in frontier markets?

Africa has been a noisy neighbourhood over the past decade. Yet, the returns that one has been able to achieve by investing appropriately in the asset class have yielded benefit. In this podcast, we speak to head of Global Frontier Markets Peter Leger about navigating through a number of currency…

3 Oct 2018 11 min

Matters of Land

Land reform is a complex and emotive topic. In our latest podcast, Coronation economist Marie Antelme joins me to unpack the debate. To understand it within context, we look back on the ANC’s land reform programme’s progress to date and share some views on the path ahead for the new…

24 May 2018 19 min