FIXED INCOME STRATEGY – HOW TO NAVIGATE THROUGH THE CURRENT MARKET CONDITIONS?

 

We hosted a webinar on Wednesday 4 August 2021, with portfolio manager Daniel King, as he shares his views on topical issues and how it affects our Fixed Income portfolios

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COFFEE WITH COUNTERPOINT – September 2021

Join Counterpoint portfolio managers Raymond Shapiro, Raihan Allie, Piet Viljoen and our CIO Brian Pyle, for a topical discussion on what is making the markets move, and where they are finding opportunities as a result.

COFFEE WITH COUNTERPOINT -August 2021

Join Counterpoint portfolio managers Ian Anderson, Raymond Shapiro and Andrew Dowse, for a topical discussion on what is making the markets move, and where they are finding opportunities as a result.

WHAT TO DO ABOUT THE CHINESE SITUATION?

Portfolio Manager Piet Viljoen, discusses how some Chinese companies have become problematic investment propositions for global investors. He then outlines the potential impact of the Naspers/Prosus holding in Tencent and what that might mean for local investors

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