When economies falter: Episode 1

Seamus Vasey is an analyst and portfolio manager with more than 20 years of investment industry experience.

Harry Moolman is an institutional client service fund manager at Coronation.

In our inaugural podcast series, When economies falter, join portfolio manager Seamus Vasey and fund manager Harry Moolman as they delve into the behaviour of different asset classes in countries that have experienced periods of severe countrywide decline to the point of major macroeconomic instability. The series will conclude with some broad guidelines on asset allocation for investors. Seamus will also shed light on why we think South Africa remains quite a few steps removed from these case studies despite the myriad challenges facing the country.

Episode 1, the first of three compelling episodes, features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively. 


Disclaimer
SA retail readers
SA institutional readers

Global (ex-US) readers
US readers

Seamus Vasey is an analyst and portfolio manager with more than 20 years of investment industry experience.

Harry Moolman is an institutional client service fund manager at Coronation.


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