Global (excl USA) - Institutional
Articles by
Seamus Vasey
Seamus is a fixed income and property analyst and portfolio manager in the Fixed Income team at Coronation. He co-manages our Active Bond, Flexible Fixed Income, Strategic Bond and Global Bond Strategies, as well as our Granite Hedge Funds. He joined Coronation in 2015 and has 22 years' investment experience.
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”.
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.
Inverted yield curves, negative bond yields, liquidity everywhere and not a drop to drink
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