Taking stock of 2020 and lessons learnt as well as trends and opportunities I am watching in 2021!
Magic Markets – Episode 7
2021 Preview
Join us for an exciting and candid look at what worked for us in 2020, what went wrong and how we are looking at opportunities in 2021!
Magic Markets – Episode 6
Sustainable Investing
Environmental and socially responsible investing are not mutually exclusive concepts to making money. ESG metrics are important elements of any investor toolkit. In the final Magic Markets episode for 2020, we unpack the link between ESG (Environmental, Social and Governance) metrics and sensible long-term investment principles.
Magic Markets – Episode 5
GDP – we shake the tree
We discuss how ‘narratives’ drive how GDP is reported on. Cut through the noise and look at long term GDP trends from a South African perspective and where opportunities may lie.
SA’s GDP release for Q3 2020 at the headline hides the fact we have ‘lost’ around R320bn in around a year. It will take a long time to make up lost ground even to return to a sub-par growth path. Is this trend a dead end?
While global liquidity is plentiful, water scarcity is a concern. While SNOW(flake) is soaring post IPO, can we handle the blizzards, hurricanes and natural disasters heading our way? While AMZN is soaring, the Amazon is under fire.
Magic Markets – Episode 4
Pension Tension
We cut through the noise on Pension Regulations in SA and discuss it from a different perspective .
Magic Markets – Episode 3
We unpack ratings agencies, why they are relevant and do investors still want junk bonds?
Market’s close to all time highs, commodities break upward, crypto’s on the march. But is it ‘All about the Dollar’? and what else am I watching this week?