African Allocator Podcast

Django Davidson is a founding partner at Hosking Partners, a London-based investment manager running a global equity strategy with a capital cycle approach. In this conversation, Django explains what the capital cycle approach to investing actually is, why he's bullish about platinum group metals (PGMs), and what true contrarianism means to him. Enjoy! Learn more about Django Davidson | Hosking Pa...

Dave Uduanu is CEO of Access ARM Pensions, one of Nigeria’s largest pension fund administrators (PFAs). In this episode, he explains more about Access ARM’s allocation strategy, some notable trends within the Nigerian pensions industry, and why he expects more industry consolidation in the years to come. Enjoy! Learn more about Dave Uduanu | Access ARM Pensions LinkedIn: https://www.linkedin.com/i...

Steven Quattry is a Portfolio Manager at Morgan Stanley Investment Management, where he leads the Next Gen Emerging Markets Fund focused on large, fast-growing yet overlooked markets. In this episode, he talks about the fund's top-down macro investment approach, compelling opportunities in countries like Nigeria and Egypt, and why amidst noisy global politics, he's focused on dollar-dominated retu...

Roland Gräbe is Chief Investment Officer at Old Mutual Multi-Managers, a South African investment firm with $6.8 billion in assets under management. As an asset allocator, Roland oversees OMMM's allocations to various asset managers both locally and internationally. In this episode, he talks how growing up in an academic household shaped his career path, why it's hard to find truly skilled investm...

Nerina Visser is Director at ETFSA Portfolio Management Company, a South African investment firm that specialises in exchange traded products. In this episode, she talks about her unusual journey into the investment industry, how the South African exchange-traded fund (ETF) industry differs from other African markets, and why regulators are key to unlocking growth in the African ETF industry. Enjo...

Mike Adsetts is Chief Investment Officer at Momentum Investments, a South African multi-asset manager. In this episode, he talks about strategic and tactical asset allocation strategies, how liquidity and regulation impact investment decision-making, and why he's still a firm believer in ESG investment principles. Enjoy! Learn more about Mike Adsetts | Momentum Investments LinkedIn: https://www.li...

Vuyo Ntoi is Co-Managing Director at African Infrastructure Investment Managers (AIIM), one of the continent’s leading sustainable infrastructure investors. In this episode, he shares how AIIM is allocating its new $954 million pan-African infrastructure investment fund, why local knowledge is key to investment success, and how he navigates short-term market noise vs. long-term strategy and convic...

Ayo Salami is Chief Investment Officer at Emerging Markets Investment Management (EMIM), a London-based investment manager. In this conversation, he reflects on his journey from academia to fund management, provides a historical view of the present moment in African listed equity valuations, and explains why domestic African capital sources are key to the next decade of African development. Learn...

Aum Thacker is an investment professional at TLG Capital, a London-based private credit investment firm focused on African markets. In this conversation with Chipo Muwowo, he discusses why private credit is transformative for African entrepreneurs, how TLG structures deals to reduce risk in Africa's rapidly evolving private credit landscape, and why a Nollywood deal remains his firm favourite. Aum...

In this conversation, Chipo Muwowo speaks with Thea Jamison, Managing Director, CHANGE Global Investment. Thea explains why she likes blue-chip companies “that have multi-bagger upside”, where in Africa her firm is currently invested, and why the gap between perception and reality is Africa’s biggest investment challenge. She also shares one thing she’s optimistic about, and one thing she’s cautio...