There is lots of chatter and concern and private credit in the US as the era of cheap and plentiful liquidity is ending. I spoke with Warren Buhai, senior portfolio manager at STANLIB Asset Management about the concerns and also asked about the risks this is posing to the broader financial markets. We also touched on the potential for contagion to our local market.
You can also listen to this podcast on iono.fm here.
We all assume our pension death benefits will simply be paid to who we nominate, but chatting with Henré Prinsloo, head of employee benefits at Momentum Corporate, this may not be the case if the trustees decide there are other candidates who are also deserving. We can’t stop this but we can help ensure a clean and fair process and we discuss the process of record keeping and how it helps.
You can also listen to this podcast on iono.fm here.
Markets have bounced off the lows we saw after the initial attack on Iran. I spoke with Izak Odendaal, Old Mutual Wealth investment strategist, about the speed of recoveries as we see US markets trading at all-time highs. This does seem to be the new reality as every crisis sees an initial sell-off, followed by a quick and strong bounce.
You can also listen to this podcast on iono.fm here.
The global economic and political order is being reshaped as President Donald Trump continues to issue tariffs and generally throw allies under the proverbial bus. I spoke with Harry Scherzer, CEO at Future Forex, about how Europe is responding and the potential for South Africa to step into the gap.
You can also listen to this podcast on iono.fm here.
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