Old Mutual Multi-Managers CIO Monene Watson talks to Izak Odendaal and Andreea Bunea about the macro outlook, valuations, fund positioning and the prospects for future returns.
Izak Odendaal talks to Old Mutual Multi-Managers Chief Strategist Dave Mohr about key lessons from his 40-year investment career.
Hedge Funds Masterclass
Monene Watson and Busi Ngqondoyi discuss hedge funds, some of the misconceptions and the role they can play in local portfolios.
SA Equity Managers Masterclass
Monene Watson and Michael Dodd discuss South African equity managers, and the market environment that led to good performance compared to the benchmark.