Corospondent Podcast
Your new go-to source for compelling discussions on relevant investment topics.
With Mauro Longano & Azola Lowan
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June 2024
The power brief: episode 2
We discuss the outlook for loadshedding for the next two years. With new capacity coming online, when can we expect loadshedding to end?
With Mauro Longano & Azola Lowan
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May 2024
The power brief: episode 1
We explore the reasons for the sustained streak without loadshedding and discuss what we can expect heading into winter.
With Seamus Vasey & Harry Moolman
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April 2024
When economies falter episode 3
The series concludes with a case study on Brazil, a discussion on what sets South Africa apart from the countries discussed in this series and broad guidelines for investors on asset allocation in so-called “worst-case scenarios”.
With Seamus Vasey & Harry Moolman
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April 2024
When economies falter: Episode 2
In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability.