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STANLIB Fixed Income is one of the largest fixed income asset managers in South Africa with one of the strongest and broadest fixed income capabilities in the country. We have a compelling investment philosophy and process which has delivered great results for our clients over many years and different market environments. We add value through the implementation of a multi-dimensional approach to active management using interest rate cycles, yield curve shape changes, duration management, cre ...
 
DISCLAIMER: The opinions and views expressed are those of Breckinridge Capital Advisors, Inc. They are current as of the date(s) indicated but are subject to change without notice. Any estimates, targets, and projections are based on Breckinridge research, analysis and assumptions. No assurances can be made that any such estimate, target or projection will be accurate; actual results may differ substantially. Past performance is not indicative of future results. Nothing contained herein shou ...
 
What do you get when you throw a 32-year-fixed-income veteran into the room with a 32-year-old fixed income millennial? The Rate Debate. Darren Langer and Chris Rands are seasoned fixed income specialists with a deep passion for bond markets and an opinion on just about everything. And while they may sit facing each other at work, they don’t always see eye-to-eye. Tune-in each month to hear their take on the Reserve Bank of Australia’s interest rate decision and other macro matters that are ...
 
PenderFund’s Podcast is focused on investing. We never stop learning and through these conversations we share the insights that shape our investment process. We interview industry experts and business leaders, and we cover public and private equities, small cap stocks, technology, fixed income, risk, value and more in the search for an investment edge and to make us all better-informed investors.
 
Troy Fullwood has been active as a non-traditional investor for over 22 years. He’s a REAL investor in things like mortgage debt, non-traditional fixed income, real estate, blockchain, cryptocurrency and other investment opportunities. He has been involved in the investing models where REAL money is made daily by Wall Street Investors! Troy is now sharing his rolodex, experience and investor mindset, so he can help others achieve a new level of personal investing success for themselves. Beca ...
 
Soul Amplified is where you discover your soul and what has been holding you back from all your light. We explore co-dependency, self improvement, and spirituality. Then, we toss in how all that impacts and mixes with business, reaching your goals, a satisfying income and entrepreneurship. Your host, Vanessa Grace, is a mental health therapist in private practice, a soul searcher, life long learner, reiki practitioner, tarot card reading, book loving, feminist, bad ass Christian who also hap ...
 
How do we fix the problems of our world? The U.S. is in decline, and China is ascending. The U.S., which should be providing leadership, is paralyzed by partisan division. Most of the big problems are global, beyond the scope of what any one country can fix - climate change, overpopulation, and income equality. We'll explore the world's biggest problems and the steps we can take to fix them.
 
McBeath Financial Focus is a monthly feature series, presented by Krista McBeath of McBeath Financial Group, a financial services company located in Bloomington Normal, IL. the Focus series highlights prominent local specialists focusing on a specific topic where financial services/retirement planning intersects with their field of expertise. We’ve chosen guests that are respected community members in their field that can offer solid advice, as well as entertain! Krista McBeath is the founde ...
 
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show series
 
In this episode David Barr, President and Portfolio Manager is joined by Tobias Carlisle, founder of The Acquirer’s Multiple and Acquirers Funds. They discuss Tobias’ background in investing, the memorable guests he has had on his podcasts, cryptocurrency, value traps, small cap stocks, social media and what defines a successful investor. They also…
 
With US markets facing incredible volatility under the realities of inflation and poor jobs data, much of the risk money has moved from equities into cryptos. This has left many tech investors scratching their heads, down 20% or even 30% on stocks with exciting prospects. In episode 25 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (M…
 
Nice and kind are usually thought of as synonyms. But when you line them up next to one another, the motivations behind the words are very different. Lets Line Them Up! Nice Never want to rock the boat Most concerned with not upsetting someone Afraid to speak up when they witness unkind behavior Worried about being liked Kind Willing to make waves …
 
The title may sound like a vampire holiday movie, but most investors will be familiar with the term FAANG as an acronym for some of the most exciting tech companies in the world (Facebook, Amazon, Apple, Netflix and Google). The term BEACH is less common and is used to describe travel and leisure industries that will benefit from a return to normal…
 
Are you codependent? How do you find out? There is so much information! Here are some quick signs you can see in yourself to find out: 1) You get resentful of other people 2) In conversation with friends, you hold back on sharing about yourself 3) When someone makes a request, you feel obligated to do it—even if it is problematic for you 4) You lov…
 
Barings’ Jon Bock hosts a cinema-themed roundtable discussion with leading CIOs and investors in the private credit markets covering the asset class’ recent performance, the current challenges facing LPs and GPs, and how to prepare for what’s next. Episode Segments: 03:04 — Meeting the panelists (and a trip to the movies) 09:09 — The dynamics shapi…
 
The government's policies have been focused on spending and have encouraged Australians to borrow more, driving strong credit growth. However, the more indebted Australians are, the harder it is for the RBA to increase interest rates. In episode 16 of The Rate Debate, Darren Langer and Chris Rands discuss whether Australia could fall into a potenti…
 
European investor and student of the markets Tobias (@TobyTheInvestor) joins us from Copenhagen to discuss European gems and the appeal of Nordic markets that are often ignored when people think about global opportunities. European markets can offer attractive risk/return trade-offs, if investors know where to look. Toby gives great practical insig…
 
In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by David Barr, President, CEO and Portfolio Manager of the Pender Small Cap Opportunities Fund and Felix Narhi, Pender’s Chief Investment Officer and Portfolio Manager, who manages the Pender US All Cap Equity Fund. Together, they co-manage the Pende…
 
In Episode 22 of the popular Magic Markets podcast, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) look back fondly on their days in banking. After a year of volatile markets with high trading volumes, investment banks are posting terrific financial results. Well, those who have avoided crises like Greensill and Archegos at least. Banking i…
 
Co-Heads of Structured Credit, Melissa Ricco and Taryn Leonard provide insight into last year’s ‘rollercoaster ride’ in CLOs, and explain why both fundamental and technical factors appear to be aligning to create a strong backdrop for the asset class moving forward. Episode Segments: 03:20 — How CLOs weathered the 2020 pandemic volatility 05:34 — M…
 
With the help of the team from Future Forex, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack the risks and opportunities of crypto arbitrage. Due to pricing differences in Bitcoin between foreign and local markets, there are profits that can be made. Future Forex helps people execute the arbitrage and unlock those profits. For those s…
 
In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund, and Parul Garg, Associate Portfolio Manager. They take a short look back on the last quarter, discuss inflation and the term premium, and review some of the sectors that have caugh…
 
In Episode 20 of Magic Markets, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss property investing and their respective views on whether buy-to-let is a good idea. The Finance Ghost likes to call it buy-toi-let instead, which gives you a clue into what he thinks about the idea. With fascinating real world insights into the property m…
 
Life has been calling me to slow down, check in and change up what I'm doing. I share my process of change and self discovery, even though I don't know where it is leading me. Can you relate? I hope so, because this process of self discovery is exciting, if only you can let go and not need to know the outcome. Wanting to work with me? I've got 3 sp…
 
Barings' Adam Wheeler describes the strong and improving conditions in the European private credit market that have led to increased deal flow and higher-quality structures in recent months. Episode Segments: 03:56 - Barings' presence in European private credit markets 05:00 - The strong resurgence in deal activity 07:43 - The struggles of cyclical…
 
It's an April Fools' show, yet we only discuss things that have actually happened. It says a lot for the character of the markets that many of the current topics could probably double up as pranks. Other than Cathie Wood's ARK investing in John Deere in a space fund (?!?), the really interesting story in the markets has been the Archegos Capital Ma…
 
Have you ever been curious about connecting with a loved one who has passed away? Or do you just want to know if we CAN connect with the other side? Danielle Searancke, aka The Squamish Medium, is here to share with you her experiences of mediumship. She answers so many good questions, especially if this is your first venture into this topic! Did y…
 
As a social worker & therapist, I think about emotions A LOT. Allll the time. Through my work with people, I've seen the numerous ways that emotions are the root reasons people make choices. In today's episode I share different aspects of life showcasing my thoughts on this concept. I cover how our thinking & emotions are tied together, how avoidin…
 
In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Dylan Grice, Co-founder of Calderwood Capital. They discuss Dylan’s background in finance, his transition from sell side to buy side and his approach to investing, Dylan’s new company Calderwood Capital and his views on a number of areas of credit markets.…
 
Regular listeners of Magic Markets will know by now that The Finance Ghost and Mohammed Nalla (Moe-Knows) bring different styles to their portfolios and to the show in general. In Episode 18, as Magic Markets reaches adulthood and comes of age, the hosts have a frank discussion around their different investment techniques and what does / doesn't wo…
 
In this episode David Barr, President, CEO and Portfolio Manager, chats with Kenndal McArdle, Principal, Pender Ventures. They discuss their private equity approach to public markets, and in particular, how this approach relates to Pender Growth Fund. They also discuss Kenndal’s career path from public small cap to venture capital; mergers and acqu…
 
Corporate governance failures. Frauds. Accounting misstatements. A “hole in the balance sheet” – unfortunately, these breakdowns in trust happen on the market. When they do, the repercussions are severe not just for shareholders in the company in question, but potentially for the market as a whole. Have you noticed that JSE corporates are doing few…
 
The Life Sciences real estate market is growing rapidly with investor and tenant interest reaching new highs. Barings Real Estate’s Joe Gorin and Nasir Alamgir explain what’s driving this—from both equity and debt perspectives—and weigh in on where the market may go from here.Episode Segments04:17 — What's driving tenant and investor demand for Lif…
 
Can you make someone happy? This is a subtle yet ever present assumption in the lives of many codependent people. The unstated goal. The holy grail, even. There are so many ways to unpack this question, and I riff on the possibilities today! Some things I ponder include the following questions.... Can you influence someone's happiness level? Is a p…
 
The most anticipated private equity bond offering for 2021 has been launched, and it comes in three tranches: Class A-1 Retail 3%, Class A2 3.25% and Class B 4.35%. In this episode, we speak with Mr Chue En Yaw, Managing Director and Head of Private Equity Funds at Azalea Investment Management to share with us about Astrea VI, and discuss intricaci…
 
In this episode Geoff Castle, Fixed Income Portfolio Manager, chats with Callum Thomas, founder and head of research of Topdown Charts. They discuss Callum’s background and early career, the path to launching Topdown Charts and what it offers, Callum’s approach to credit cycles and their perspective on potential interest rates over the next few yea…
 
The Finance Ghost and Mohammed Nalla (Moe-Knows) have an in-depth discussion on the SPAC (Special Purpose Acquisition Company) phenomenon in the US markets. The concept of a SPAC has been around in South Africa for several years but only a few companies came to market in this way. In contrast, the US market is now crawling with SPACs. Are they good…
 
You could be leaking all over the place, girl and not even really realize it! Your Power is you energy, your life force. When you have leaks, you feel drained, have trouble focusing, and even have troubles keeping money, building money or attaining goals. What areas can you be leaking in? Relationships Commitments Money/Finances Where you put your …
 
In this episode Maria Pacella, Managing Partner of Pender Ventures, is joined by Jacqueline Ovens, Alison Nankivell and Heather Conradi. Gathered to mark International Women’s Day, the guests discuss how they invest in women fund managers and entrepreneurs, how gender diversity plays a role in returns, how they measure diversity within their organi…
 
In Episode 15 of Magic Markets, The Yield Curve-ball, The Finance Ghost and Mohammed Nalla (moe-knows.com) discuss the impact of a steepening US Treasuries curve and what it all means. Topics discussed include the basics of bonds, corporate vs. government bonds, whether bonds are good investments, the impact of the yield curve on equity valuations …
 
From interest rates and inflation to government stimulus and multi-speed recoveries, Dr. Christopher Smart tells us what we know today—and what we still need to find out—about the global economy’s comeback from COVID-19.Episode Segments:04:55 -- Factor 1: Interest rates & Inflation11:23 -- Factor 2: The U.S. stimulus package16:10 -- Factor 3: Europ…
 
In many families, children take on different roles. In chemically dependent families, there is actually a well structured model the shows us the types of roles a child takes on. Each has their characteristics, talents and downfalls. They each even have an invisible function they provide for the family, but it won’t be noticed until much later when …
 
Bonds experienced their fastest sell off since 2009, resulting in the largest one month rise in 10-year yields. Given the economic outlook is looking more positive globally, is the rise justified and where to next for bond yields? Darren Langer and Chris Rands delve into these questions and more in episode fourteen of The Rate Debate.…
 
In this episode David Barr, President, CEO and Portfolio Manager, chats with Andrew Wilkinson, Co-Founder and Managing Partner of Tiny Capital. They discuss Andrew’s early entrepreneurial background and his transition to investor, his experience in the tech sector, value investing and taking his company, WeCommerce, from private to public.…
 
The Finance Ghost and Mohammed Nalla take their signature unconventional approach to Budget Speech 2021. Despite all the challenges, South Africa somehow manages to find a way to get through. Dubbing South Africa the "Fiscal Cockroach" - a term of endearment in case you aren't sure - the hosts take a balanced approach to the opportunities and risks…
 
Power is potentially an intimidating word. Is it being used for good or bad? Has someone let their power go to their head? The power I’m talking about today is personal power, Empowerment. That feeling of knowing that you matter and you’re gonna say something about it. I cover 6 signs you are giving away your power: 1) You let others make decisions…
 
In a time when bonds were (and still are) typically made available to institutional and HNW investors, Azalea Investment Management made headlines when they issued Astrea IV, the first ever Private Equity bond accessible to retail investors in Singapore. With their latest issue being the Astrea V, these unique bonds are rated investment grade, issu…
 
It's an investment rumble in the jungle, as the House of Mouse takes on Netflix. Although Netflix gets all the credit for being a techy platform company (and included in the FAANG group), Disney+ already has nearly 100 million subscribers vs. just over 200 million at Netflix. Of course, there's so much more to Disney than Disney+, like the entire P…
 
Barings’ Stuart Mathieson and Bryan High provide insight into today’s distressed debt market, including their expectations for defaults, an overview of the competitive landscape, and where the next opportunities may emerge across the U.S. and Europe.Episode Segments:5:50 – Flattening the default curve8:02 – Relative value between the U.S. and Europ…
 
If you have a conversation with a woman about self care, she is invariably going to talk about mani-pedis, massages or a girls lunch. These are all awesome, but put a limit on what self care can be. It is MUCH more than spa days and how we pamper our physical bodies. What would happen if self care included how you talked to yourself in your head? N…
 
In this episode Maria Pacella, Managing Partner of Pender Ventures, is joined by David Smith, CEO of Teradici. They discuss the acceleration of the work-from-home movement caused by COVID-19 and how Teradici was well-equipped to support existing and new clients in this digital shift. They also cover Teradici’s engineering Emmy win for their work in…
 
The Finance Ghost and Mohammed Nalla (Moe-Knows) discuss some of the macro ratios that can be used in assessing whether the market is experiencing a general feeling of fear or greed. With an understanding of high-level tools like the lumber-to-gold ratio or a reading of the VIX, investors and traders can try to time their market entries and exits m…
 
Epigenetics is going to blow your mind again today, for the second week in a row! I’ll lay out scientific studies and amazing stories of how emotional experiences, trauma and unfinished business is being passed down through your genes. What unfinished business was passed down to you, resulting in anxiety, depression or unexplained fears that seemin…
 
If we could sum up 2020 with one word, it would easily be “Coronavirus”. It has roiled financial markets and resulted in lower for longer interest rates, but it’s also given rise to a new type of bonds – Coronavirus Bonds. What exactly do these bonds do, and who can issue them? With the internet offering only a vague explanation, we speak to Jackso…
 
The Finance Ghost and Mohammed Nalla (Moe-Knows) unpack insights into finding the winners of tomorrow - the Tech Truffles that are hard to find but incredibly rewarding when you get them right. With Craig Antonie as their guest, a stock-picking expert with a brilliant track record, this episode of Magic Markets puts forward a simple and practical f…
 
What if your DNA was more like a light switch than a power outlet, which is always on? How would this effect your life, if experiences and the environment could turn DNA off and on? This is exactly what scientists have been discovering, and it has huge implications! I give mind rattling examples of what can be passed to fetus’ while in utero, and w…
 
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