There’s nothing more topical than ESG. There’s also nothing more complicated and politically sensitive on the global stage.
With COP 26 taking place soon in Glasgow, everyone is focused on ESG. We are seeing this in the markets, in corporate strategies and in asset management products.
To help us make sense of it all and to get a global view on these matters, we were thrilled to welcome Kate Mackenzie to the show. Kate is a Bloomberg Green Columnist based in Australia. We had to navigate some tricky time zones to make this episode work, but that pales in comparison to how tricky the underlying topics are.
Magic Markets is your invitation to join The Finance Ghost and Mohammed Nalla on a journey of discovery in the markets.
In Episode 35 of Magic Markets, we briefly discussed the new Satrix Inclusion and Diversity ETF and what we felt were its shortcomings. The Satrix team subsequently reached out and offered to appear on Magic Markets to answer our questions and respond to our criticisms. Siyabulela Nomoyi, Quantitative Portfolio Manager at Satrix, joined us for Episode 37 and we asked a series of tough questions. This episode was not paid for by Satrix and we did not send our questions beforehand. We are grateful to Satrix for the willingness to engage on this basis and we hope our listeners enjoy the debate around this product. ...
The markets have been all over the place in the past week, with a rollercoaster ride for investors in Chinese tech stocks in particular. Ride-hailing business DiDi has been the catalyst for the latest concerns. In Episode 33 of Magic Markets, The Finance Ghost and Mohammed Nalla chat through some of the companies in their portfolios and the approach they take when sections of the portfolio are under pressure. There's also a reminder that risks aren't always in line with the popular narrative. Although Chinese stocks are being discounted currently, the pending IPO of Robinhood is a perfect example of a risky play that has nothing to do with China. If nothing else, DiDi is a reminder that investors must always do their DD (due diligence) when investing in any company. You can't always see the risks, but the process is important to go through. ...
The Finance Ghost and Mohammed Nalla (Moe-Knows) welcome their first guest on Magic Markets, ETF and retirement fund expert Nerina Visser. They give a fresh angle on the regulatory changes to pensions. Moe thinks that markets should be free and efficient. Nerina thinks that Regulation 28 needs a rethink. The Ghost is just tired of South African management teams tapping into a trapped pool of capital and then squandering it offshore. Join these three experts as they debate how your retirement savings should be treated, sponsored by Gray Capital. ...
