Coronation Fund Managers

Driven by the principle of putting clients first, our strong entrepreneurial culture of performance and excellence is an integral part of our company DNA and shapes the values that define us.

Water security is one of South Africa’s most pressing challenges. We unpack the economic ripple effects of water shortages and explore regulatory shifts and infrastructure efforts aimed at improving water management. Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA listeners

We discuss the proverbial “picks and shovels” companies in the AI ecosystem, like infrastructure and hardware providers, as well as key players and technological advancements driving AI forward. Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA listeners

We discuss the outlook for loadshedding for the next two years. With new capacity coming online, when can we expect loadshedding to end? Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA listeners

In The power brief we tackle burning questions about loadshedding, Eskom, and energy supply in South Africa. Join Head of Fixed Interest Research, Mauro Longano, and Fund Manager Azola Lowan as they look into the reasons for the sustained streak without loadshedding and ask what we can expect heading into winter. Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Dis...

The series concludes with a case study on Brazil, a discussion on what sets South Africa apart from the countries discussed in this series and broad guidelines for investors on asset allocation in so-called “worst-case scenarios”. Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA listeners

In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability. Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA listeners

Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively. Disclaimer - US listeners · Disclaimer - Global (ex US) listeners · Disclaimer - SA listeners

Driven by the principle of putting clients first, our strong entrepreneurial culture of performance and excellence is an integral part of our company DNA and shapes the values that define us.

Conservative investors wanting to keep a portion of their savings in cash or near-cash assets, have a wide variety of investment funds from which to choose. Listen to investment specialist Christo Lineveldt and Head of Personal Investments Pieter Koekemoer as they discuss how to identify the right one for your specific need and why it is important to have realistic return expectations and know wha...

Investors seeking to achieve long-term capital growth in international markets by means of a multi-asset fund, can choose to invest in one of two funds, Coronation Global Managed or Global Optimum Growth [ZAR] Feeder. This discussion aims to unpack the key differences between the two funds.

Offshore investing always raises a lot of questions. How much? Where? In what? Find out why the most important question you can start with is ‘What do you want to accomplish?’. Below Peter Kempen discusses the ins and outs of investing offshore with Classic Business’ Michael Avery. Episode disclaimer - SA listeners

Investment specialist Christo Lineveldt and head of Personal Investments Pieter Koekemoer helps you to identify the multi-asset fund most suited to your international investment needs. Episode disclaimer - SA listeners

In this episode, Head of Global Frontier Markets Peter Leger provides an update on Zimbabwe and shares why he’s seeing significant upside to fair value within our Frontier Market portfolios. Episode disclaimer - Global (ex US) listeners · Episode disclaimer - SA listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners

In this episode, Head of Global Developed Markets Research Neil Padoa unpacks the unusual situation of having bull markets in both equities and bonds and shares how we are positioned across the global asset classes. Episode disclaimer - US listeners · Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Disclaimer - SA listeners

In this episode, investment analyst Lisa Haakman discusses key changes to our Global Emerging Markets Strategy in recent months and unpacks a few opportunities that excites us. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners

In this episode, Portfolio Manager Pallavi Ambekar talks about the outlook for South African equities, where we are finding value and why we remain cautious on adding meaningfully to domestic SA businesses in our portfolios. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners

In this episode, Portfolio Manager Mauro Longano talks about South African and global expectations around monetary policy direction, the drivers behind the outlook for the South African economy and what to expect from local fixed interest asset classes going forward. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners...

In this episode, Kirshni Totaram, global head of institutional business, is joined by head of global frontier markets Peter Leger to talk about the prospects for frontier markets, both in African and globally, in 2019. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners

In this episode, Kirshni Totaram, global head of institutional business, is joined by head of global developed markets Louis Stassen to talk about the prospects for global asset classes in 2019. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners

In this episode, Kirshni Totaram, global head of institutional business, is joined by portfolio manager Suhail Suleman to talk about the prospects for global emerging market equities in 2019. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners

In this episode, Kirshni Totaram, global head of institutional business, is joined by head of fixed interest Nishan Maharaj to talk about the prospects for SA fixed interest in 2019. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners

In this episode, Kirshni Totaram, global head of institutional business, is joined by portfolio manager Neville Chester to talk about the prospects for SA equities in 2019. Episode disclaimer - SA listeners · Episode disclaimer - Global (ex US) listeners · Episode disclaimer - US listeners · Disclaimer - SA listeners

In our latest podcast, Kirshni Totaram, head of institutional business at Coronation interviewed investment analyst Nicholas Hops, where he explains why Coronation backs platinum group metals (PMGs). Find out how headwinds to the roll out of electric vehicles underpin the intrinsic value of PMGs, and also why some mines are more attractive than others. Listen here. Episode disclaimer - SA listener...

Africa has been a noisy neighbourhood over the past decade. Yet, the returns that one has been able to achieve by investing appropriately in the asset class have yielded benefit. In this podcast, we speak to head of Global Frontier Markets Peter Leger about navigating through a number of currency crises, why we remain excited about mobile money and our role as responsible investors in these nascen...