Make Investments Great Again!

Adapting South African Investment Strategies to Global Shifts in 2025

Watch our first webinar of the year, as we explore how changing global and political conditions will impact South African investment strategies in 2025.

2024 was a year of incipient change, marked by shifts in the global political landscape. This year, the world will feel the effects of these changes, with the second Trump presidency likely influencing world affairs, culture, and the global economy.

Our expert panel will discuss the potential impact on financial markets and discuss how South African investors can adjust their strategies.

Learning outcomes:

  • Exploring the role that fiscal policy plays in global economic development
  • Determining the limits of internationalism in context of global trade, how US interest rates affect South African consumers and whether the only impact is actually on investor behaviour
  • Investigating how different investment strategies might adapt to changing geo-political conditions and measuring up their respective strengths and weaknesses

Date:

Jan 26, 2025

Time:

09h30 - 11h00

CPD Points:

The Speakers

Melvyn Lloyd

Portfolio Manager BBA, PG DIP (Fin Plan) Industry experience – 15 years 

Warren Buhai

Senior portfolio manager BCompt(Hons), CA(SA), CFA Industry experience – 19 years 

Malcolm Charles

Portfolio Manager Ninety One

Bastian Teichgreeber

Chief Investment Officer and Co-Head of Quantitative Analytics - Prescient