The Finance Ghost and Mohammed Nalla (Moe-Knows) kick off their new podcast series Magic Markets with a discussion on the complexities of the Rand.
Is it over- or under-valued? What drives price movements? What could happen long-term? How should South African investors think about moving money offshore?
Magic Markets Premium has been around for just over three months now. In that time, we’ve looked at a number of incredibly interesting global stocks. In this show, we reflect on the conclusions we reached on some of the earlier shows and how things have played out in the market. A feedback loop is critical to keeping yourself honest in the market. In this show, we look back at the likes of Nike, Monster Beverages, Etsy and more. Join us to get a taste of the type of work we do in Magic Markets Premium and to see whether our process gives us the “right” answer. ...
The Finance Ghost and Mohammed Nalla (Moe-Knows) kick off 2021 with a recap of what worked and didn't work in their investment portfolios in 2020. They also discuss changes made to their respective portfolios for 2021, taking into account the second wave of lockdowns and latest market movements. ...
We are thrilled to welcome Westbrooke Alternative Asset Management as a brand partner to Magic Markets. With over R8 billion in assets under management across South Africa, the UK and the USA, Westbrooke provides a unique gateway to the world of alternative investments. This is a fascinating space including assets like private debt, hybrid capital, real estate, private equity and venture capital. As the world shudders at the combination of high equity prices and low interest rates, alternative assets offer an interesting portfolio diversification opportunity. Westbrooke will join us once a month on Magic Markets to unpack different areas of alternative investments. In this first show, we meet Dino Zuccollo (Head of Product Development and Distribution at Westbrooke) and discuss an overview of the types of investments in this space and how they address the challenges of correlation in a portfolio. Visit www.westbrooke.co.za to find out more.Westbrooke Alternative Asset Management is an authorised Financial Services Provider, FSP number 46750. ...
