When economies falter: Episode 3

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 case studies in the first two episodes include Argentina, Venezuela, Lebanon, Turkey, Egypt, Sri Lanka, Ghana and Zambia.

In the final episode, they conclude with a case study on Brazil. They also shed light on why we think South Africa remains quite a few steps removed from these case studies and offer broad guidelines on asset allocation for investors.

Disclaimer
SA retail readers
SA institutional readers
Global (ex-US) readers
US readers