JC Smedmor & Associates

16/03/2022

https://stanlib.com/2022/03/11/russias-invasion-of-ukraine-an-economic-update/

08/08/2020

Clyde Rossouw & Paul Vincent from our Quality team share how they’ve navigated the last six months with few casualties and provide an in-depth look at two holdings https://bit.ly/3gBlv6h

31/07/2020

Join Nazmeera Moola, Head of SA Investments, in conversation with Montfort Mlachila, IMF: Senior Representative - South Africa, as they discuss what the US$4.3bn loan from the IMF means for SA and whether it may spur reforms to boost growth and rein in government spending. Register now. https://bit.ly/2XaoMBN

13/05/2020

Reflecting on the US-China relationship and the global response to the pandemic. Jeremy Gardiner shares his insights https://bit.ly/3dHHsPc

26/04/2020

A weekly update from our CEO, Hendrik du Toit

24/04/2020

91- SA Multi-Asset – Reshaping our views
Speaker: Gail Daniel (Portfolio Manager – Managed Fund)

SA Multi-Asset – Reshaping our views | Gail Daniels, Portfolio Manager

23/04/2020

Old Mutual Global Equity Fund
Justin Wells
Apr 20 2020 | 27 mins

23/04/2020

Prudential Inflation Plus - Portfolio Manager Sandile Malinga explains their active management of the fund, and how they have been positioning it following the March Coronavirus market sell-off.

Portfolio Manager Sandile Malinga explains our active management of the fund and how we have been positioning it following the March Coronavirus market sell-off.

20/04/2020

It’s been 22 days since the start of the Coronavirus lockdown in South Africa and the new lifestyle it has brought with it – social distancing, no walking the dog, no drinks at the local cafe, and no non-essential shopping, among many other prohibitions. And while we are surely missing these par...

17/04/2020

Excellent! 91 - Global equities – Investing for a post-crisis world
Speaker: Clyde Rossouw (Co-Head Global Quality)

Global equities – Investing for a post crisis world | Clyde Rossouw, Co-Head Global Quality

17/04/2020

SA equities – opportunity or risk?
Speaker: Hannes Van Den Berg (Co-Head of SA Equity)

SA equities – opportunity or risk? | Hannes Van Den Berg, Co-Head of SA Equity