When economies falter: Episode 3

We discuss the proverbial “picks and shovels” companies in the AI ecosystem, like infrastructure and hardware providers, as well as key players and technological advancements driving AI forward.

We discuss the outlook for loadshedding for the next two years. With new capacity coming online, when can we expect loadshedding to end?

In The power brief we tackle burning questions about loadshedding, Eskom, and energy supply in South Africa. Join Head of Fixed Interest Research, Mauro Longano, and Fund Manager Azola Lowan as they look into the reasons for the sustained streak without loadshedding and ask what we can expect heading into…

In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability.

Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively.