The Economy by Strictly Business: Recent Episodes
Strictly Business
An in-depth look at just-released economic data from South Africa and the world, with an array of top economists
Adam is a portfolio manager within the South African Rates and South African and African Credit team at Ninety One
Samantha Hartard is a portfolio manager and sector head of industrials responsible for SA Equity & Multi-Asset strategies within Ninety One's global 4Factor team.
John Stopford has been a fund manager for 18 years and is a Chartered Financial Analyst. He attended Oxford University where he obtained an Honours degree in chemistry. John was appointed head of fixed income at Investec in 2003.
Iain Cunningham is Co-Head of Multi-Asset Growth at Ninety One. He is also co-portfolio manager for the Global Multi-Asset Sustainable Growth.
Sumesh is a portfolio manager at Ninety One within the Quality team. He has responsibility for Ninety One's absolute return strategies and is co-portfolio manager of the Cautious Managed Strategy and the Absolute Balanced Strategy.
Graeme is a portfolio manager in the Thematic Equity team within the Multi-Asset team at Ninety One. Graeme is co-portfolio manager for the Global Environment and Global Energy strategies
John Stopford has been a fund manager for 18 years and is a Chartered Financial Analyst. He attended Oxford University where he obtained an Honours degree in chemistry. John was appointed head of fixed income at Investec in 2003.
John Stopford has been a fund manager for 18 years and is a Chartered Financial Analyst. He attended Oxford University where he obtained an Honours degree in chemistry. John was appointed head of fixed income at Investec in 2003.
Michael Power is a strategist at asset management group Ninety One, he's also one of South Africa's premier futurists.
Michael Power is a strategist at asset management group Ninety One, he's also one of South Africa's premier futurists.
Michael Power is a strategist at asset management group Ninety One, he's also one of South Africa's premier futurists.
Economist and Macro Strategist. Carmen is responsible for economic and market research for the investment team at Matrix Fund Managers
Michael Power is a strategist at asset management group Ninety One, he's also one of South Africa's premier futurists.
Alessandro Dicorrado and Steve Woolley are both portfolio managers in the Value Capability at Ninety One
Peter Kent is a Co-Head of SA & Africa Fixed Income and is a portfolio manager in the South African Rates team at Ninety One.
A Ninety One four way panel discussion with Lindsay Williams, Rhynhardt Roodt, Mark Breeden and Christine Baalham
John Stopford has been a fund manager for 18 years and is a Chartered Financial Analyst. He attended Oxford University where he obtained an Honours degree in chemistry. John was appointed head of fixed income at Investec in 2003.
John Stopford has been a fund manager for 18 years and is a Chartered Financial Analyst. He attended Oxford University where he obtained an Honours degree in chemistry. John was appointed head of fixed income at Investec in 2003.
Chris Gilmour is an investment analyst/market commentator/financial writer and columnist.
Hannes van den Berg, Portfolio Manager and Co-Head of SA Equity & Multi-Asset within the 4Factor team at Investec Asset Management.
Martin Ackerman is the Advisory Partner and Chief Economist at Citadel Investment Services.
Adrian Saville is Founder & Chief Executive Cannon Asset Managers Professor, Gordon Institute of Business Science.
Deirdre is co-portfolio manager for the Global Environment Strategy in the Natural Resources team at Ninety One.
John Stopford has been a fund manager for 18 years and is a Chartered Financial Analyst. He attended Oxford University where he obtained an Honours degree in chemistry. John was appointed head of fixed income at Investec in 2003.
Mia Kruger, Director Research & Fund Management - Kruger International Asset & Wealth Management
A discussion of the August manufacturing/factory output with Annabel Bishop, Chief Economist at Investec in Johannesburg.
The United States Labour Department releases the non-farm payrolls data. Liston Meintjes, independent analyst and economic advisor speaks to us from New Zealand.
South Africa's long-awaited unemployment data has been released today.
Annabel Bishop, Chief Economist at Investec in Johannesburg.
The South African Reserve Bank's Monetary Policy Committee concluded a two-day meeting this afternoon and pronounced that interest rates will remain unchanged. A cautious approach given the relatively strong rand.
Peter Kent is Co-Head of SA and Africa fixed income at Ninety One in Cape Town.
The US Federal Reserve came out with its decision after a two-day meeting and the market didn't seem to like it.
Phillip Saunders is Co-Head of Multi-Asset Growth at Ninety One in London.
The European Central Bank has concluded its meeting and has announced its policy on interest rates and the monetary stimulus. Russell discusses what an upbeat Christine Lagarde head of the ECB has said. Russell Silberston is a strategist at Ninety One in London.
The RMB/BER Business Confidence Index with Ettienne le Roux, chief economist at Rand Merchant Bank.
This week we had a release of the GDP data from South Africa and it was predictably bad. A look at "GDP and how to fund the R500bn 2021 deficit" penned by Nazmeera Moola, Head of SA Investments at Ninety One in Cape Town.
South Africa's much-anticipated GDP number has just been released for the second quarter of 2020. Lindsay discusses this with Martin Ackerman, Chief Economist and Advisory Partner at Citadel
Russell Lamberti is founder of investment advisory firm ETM Macro Advisors. He is the co-author of When Money Destroys Nations, a book about Zimbabwe's hyperinflation crisis. He lives in Cape Town, South Africa.
Peter Leon of Herbert Smith Freehills based in Johannesburg, is a partner and the Africa Co-Chair. During the last decade International Who's Who of Mining Lawyers, BestLawyer, Legal 500 EMEA, Chambers and Partners and other peer reviewed global legal directories have consistently identified him as one of the world's pre-eminent mining lawyers.
Lee Adler is from Liquidity Trader, the editor and publisher of The Wall Street Examiner, host of Radio Free Wall Street, and moderator of the Wall Street Examiner Forums.
Nazmeera Moola, Head of SA investments at Ninety One in Cape Town and Peter Kent co-head of SA and Africa fixed income.
The Loaves and Fishes Budget.
Two economists, one important moment, a multitude of problems.
Good luck Minister Tito Mboweni.
Sahil Mahtani, Strategist at the Investment Institute and Marc Abrahams, Head of Multi Asset Quantitative Analysis at Ninety One.
Peter Attard Montalto - Head of Capital Markets Research at Intellidex talks the stimulus.
The economy with Peter Major, Peter is the Director of Mining at Mergence Corporate Solutions.
"MPC to weigh up the risk of further substantial rand weakness on a March Moody’s downgrade against Covid-19 impact on the economy." (https://www.investec.com/en_za/focus/economy/sa-economics.html) Annabel Bishop, Chief Economist at Investec in Johannesburg discusses. Covid-19: Expectations for SA economy
Phillip Saunders is Co-Head of Multi-Asset Growth at Investec Asset Management in London.
Ian Cruickshanks - Chief Economist at the Centre for Risk Analysis at the SA Institute of Race Relations
Ian Cruickshanks - Chief Economist at the Centre for Risk Analysis at the SA Institute of Race Relations
Ian Cruickshanks - Chief Economist at the Centre for Risk Analysis at the SA Institute of Race Relations
Head of Investment Strategy at MitonOptimal Multi Asset Management Joanne Baynham with The Economy
Ian Cruickshanks - Chief Economist at the Centre for Risk Analysis at the SA Institute of Race Relations
Ian Cruickshanks - Chief Economist at the Centre for Risk Analysis at the SA Institute of Race Relations
Russel Silberston, fixed income portfolio manager at Investec Asset Management discusses.
Russel Silberston, fixed income portfolio manager at Investec Asset Management discusses.
Ian Cruickshanks - Chief Economist at the Centre for Risk Analysis at the SA Institute of Race Relations
Ian Cruickshanks - Chief Economist at the Centre for Risk Analysis at the SA Institute of Race Relations
Dawie Roodt, Director and Chief Economist of Efficient Group says things are becoming clearer, domestic stocks offer good short term value, BUT the ‘State’ is the verge of collapse.
Ian Cruickshanks - Chief Economist at the Centre for Risk Analysis at the SA Institute of Race Relations
The December Manufacturing PMI was released this morning. Miyelani Maluleke from Absa discusses.
Ian Cruickshanks - Chief Economist at the Centre for Risk Analysis at the SA Institute of Race Relations
The dust has settled on the UK general election 2019. Russel Silberston, fixed income portfolio manager at Investec Asset Management discusses.
Ian Cruickshanks - Chief Economist at the Centre for Risk Analysis at the SA Institute of Race Relations
Ian Cruickshanks - Chief Economist at the Centre for Risk Analysis at the SA Institute of Race Relations
Russel is eloquently brutal about the past year, but offers solutions. Russell Lamberti is co-founder of the Mises Institute South Africa and Chief Strategist at investment advisory firm ETM Analytics.
Annabel Bishop, Chief Economist at Investec in Johannesburg discusses the Medium-Term Budget Policy statement.
Ian Cruickshanks - Chief Economist at the Centre for Risk Analysis at the SA Institute of Race Relations
Magnus Heystek is a co-founder, Director and Investment Strategist at Brenthurst Wealth Management.