Asset TV South Africa

Musa Mabesa FCCA, Principal Executive Officer at the Government Employees Pension Fund, joined Mosidi Modise to unpack the key takeaways from the GEPF Annual Thought Leadership Conference 2024👉 https://lnkd.in/eNGihyJt As well as discussing some of the themes and objectives of the conference, Musa also touched on the importance of sharing key pointers from the development policies at the GEPF.

Global Portfolio Manager, JD Hayward, CFA, explains how Flagship Asset Management's investment philosophy and approach leads to well diversified, global portfolio's that produce through the cycle investment returns👉 https://lnkd.in/e59sHS6N

Gain a deeper understanding of #PrivateDebt and whether it is a good space to be in right now👉 https://lnkd.in/eRFGm7dW Conway Williams, Prescient , and Saad Sheikh, Enko Capital, joined our Alternative Investments Conference to discuss liquidity, where private debt sits in a balance sheet, and if the returns are variable or fixed.

How can a sectoral lens help to define #EquityMarkets? 👉 https://lnkd.in/eA2bmVPG S&P Dow Jones Indices’ Tim Edwards and Joseph Nelesen, Ph.D. take a closer look at sectors’ strategic and tactical applications, as well as how sectors and sub-industry classifications have evolved over time.

Watch back on this Masterclass in which Evan Robins, Old Mutual Investment Group, Imdaad Nana, Catalyst Fund Managers, and Rahgib Davids CA(SA), CFA, M&G Investments Southern Africa explore the local and global #Property landscape👉 https://lnkd.in/eJ5JuqGF The panel discussed the impact that #ArtificialIntelligence has had on the property sector, stocks in portfolios, stocks to avoid, and some of the factors to price in when looking at property.

Jeff Schulze, CFA, Head of Economic and Market Strategy at ClearBridge Investments, delves into the latest economic developments and their implications for US equities👉 https://lnkd.in/eU6deGCm Jeff highlights critical factors driving market movements and providing strategic insights for navigating today’s challenges.

Hear insights into the thoughts behind the name of the INN8 Invest Summit, ‘The Synergy of Investment Success’, fees in the #DFM space, the forecast for propositions, and more with Leigh Kohler, Head of DFM at INN8 Invest👉 https://lnkd.in/eUYkSaZt

How can the trading ecosystems surrounding indices help to foster transparency and market efficiency? 👉 https://lnkd.in/eR-bAMF7 S&P Dow Jones Indices' Joseph Nelesen, Ph.D. and Tim Edwards explore why index liquidity matters and how the ecosystems of products tracking S&P DJI indices have evolved across #Equities and #FixedIncome.

Tshepiso Kobile, Southern African Venture Capital & Private Equity Association (SAVCA), and Jeremy Knox, Schroders Capital, joined our Alternative Investments Conference to delve into the world of private equity👉 https://lnkd.in/emMf4Z3j Our panel looked at the reasons why private equity returns in South Africa are significantly lower compared to #GlobalMarkets, factors contributing to co-investing becoming more popular, and the biggest challenges and opportunities for #PrivateEquity.

Hear expert insights from Philip Saunders, Ninety One Investment Institute, Ed Collinge, Robeco, and Nieros O., Verod, at the Government Employees Pension Fund Annual Thought Leadership Conference 2024👉 https://lnkd.in/emj2_fzb The industry experts joined Mosidi Modise to share a background into their companies and discuss the performance of SA equities amidst #Geopolitical risk, the integration of #ESG, and risks and opportunities with returns.