Global Equity Spotlight Episode 15
In Episode 15 of our Global Equity Spotlight series, Global Investment Specialist Karena Naidu is joined by Equity Portfolio Managers Cornelius Zeeman and Jacques Haasbroek to explore the factors driving these trends, how the changing composition of the MSCI Emerging Markets Index has reshaped the emerging market landscape, and the implications for investors.
Global Equity Spotlight Episode 14
In this episode, they unpack the sharp rise in momentum across global equity markets and explore what’s driving it, from record retail participation to increasingly crowded hedge fund positioning in semiconductors. They also discuss how we are navigating this environment and where we continue to see opportunities.
Global Equity Spotlight Episode 13
In this episode, we unpack the post-Q1 results season, the earnings surprises emerging across markets, and the strong results from the hyperscalers that has shifted market narratives around big tech.
Global Equity Spotlight: Travel Edition Episode 8
In this episode, Cornelius and Wesley from Fairtree provide a concise yet insightful overview of the Brazilian investment landscape, discussing everything from the country’s high real interest rates and burgeoning digital banking sector to the potential market impacts of its upcoming presidential election.
Global Equity Spotlight Episode 12
In this episode, we discuss the shifting dynamics between global software and semiconductor sectors. Exploring how AI-driven coding tools are impacting software valuations, the surge in hyperscaler capex, and the strategic supply chain decoupling from Chinese tech.
Global Equity Spotlight: Travel Edition Episode 7
In this episode, Jacques shares insights from his recent trip to China, shaped by company engagements and discussions with industry leaders.
Global Equity Spotlight | Episode 11
In episode 11 Global Investment Specialist, Karena Naidu, is joined by Equity Portfolio Manager, Cornelius Zeeman, to delve into the country-specific opportunities across emerging markets and how we’re positioning our portfolios to capture them.
Global Equity Spotlight Episode 10
In this episode, Global Investment Specialist, Karena Naidu, is joined by Equity Portfolio Manager, Cornelius Zeeman, to delve into opportunities we are seeing in emerging markets and some tech-specific stock opportunities.
Global Equity Spotlight Episode 9
In this episode, Jacques Haasbroek takes a closer look at the shifting dynamics across emerging markets, with Indian equities underperforming over the past year, while Saudi Arabia has shown impressive strength.
Global Equity Spotlight Episode 8
In this episode, we dive into our Chinese exposure, exploring what’s happening with the major e-commerce players in China. We also take a closer look at the broader emerging markets space, unpacking key trends and where we’re seeing potential growth.
Global Equity Spotlight Episode 7: Part 2
This episode explores how US tech stocks have powered the S&P 500’s returns through earnings growth and looks at how their current valuations compare to historical levels.
Global Equity Spotlight Episode 7: Part 1
This episode unpacks the strong US earnings season and highlights total shareholder returns across sectors.
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