South Africa - Institutional
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When economies falter: episode 2
April 2024 · 16 min listen
In our inaugural podcast series, When economies falter, join portfolio manager Seamus Vasey and fund manager Harry Moolman as they delve into the behaviour of different asset classes in countries that have experienced periods of severe countrywide decline to the point of major macroeconomic instability. The series will conclude with some broad guidelines on asset allocation for investors. Seamus will also shed light on why we think South Africa remains quite a few steps removed from these case studies despite the myriad challenges facing the country.
In Episode 2, they explore the events that unfolded in Turkey, Egypt, Sri Lanka, Ghana and Zambia.
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