webinar
Join host Leigh Kohler as he leads a discussion with Malcolm Charles (lead portfolio manager of the Ninety One Diversified Income Fund) and Bronwyn Blood (lead portfolio manager of the Granate Multi Income Fund) to discuss the risk of a global recession, high inflation and interest rates, and local and global bond market opportunities. They will also dive into how each fund manager has positioned their portfolios in light of the risks and opportunities ahead.
Waseem Abrahams, head of distribution, will also interview Niel Kasselman, director and wealth manager at Strategic., on why he selected to partner with a DFM.
DFM portfolio manager Melvyn Lloyd will kick off the session with an update on Q4’s local and global model performance.
About the webinar
In the last 18 months, markets have given central banks a lot of credit in being able to achieve an economic soft landing, despite history pointing to this not being their area of strength. With tight labour markets persisting and inflation having run at high levels for over a year, it appears that central banks will need to continue to raise interest rates well beyond the markets’ original expectations in order to combat inflation that still risks becoming entrenched. As such a hard landing, with the first real recession in many years remains a strong possibility, even if it is not currently the base case of most commentators.
You can expect to learn about:
- Understanding the potential risks of a global recession and impact on local and global markets
- Understanding the impact of continued interest rate hikes on global an local markets
- Understanding the opportunities in local and global bond markets
- Understanding the potential impact of local political risk on markets
The Guest speakers
Bronwyn Blood
Portfolio Manager
Granate
When Granate opened its doors in December 2015, Bronwyn was one of the first people to jointly cut the ribbon. Prior to joining Granate in December 2015, Bronwyn was the Portfolio Manager of the Flexible Fixed Interest funds and the flagship Absolute Yield Fund at Cadiz Asset Management. She took over the management of the Flexible Fixed Interest funds when Cadiz bought African Harvest in 2006 and managed the Absolute Yield Fund from 2007.
Malcolm Charles
Portfolio Manager
Ninety One
Malcolm is a portfolio manager in the South African Rates team, with responsibility for a range of fixed income portfolios, including the Flexible Bond, Dynamic Bond and Diversified Income strategies as well as the Fixed Income hedge fund. Prior to joining Ninety One in 2001, he worked for African Harvest Fund Managers and Old Mutual Asset Managers, as both a fixed interest trader and portfolio manager. Malcolm graduated from Rhodes University with a Bachelor of Commerce degree in Accounting, Business Administration and Commercial Law.
![niel portrait 1[1] (1)](https://inn8.co.za/wp-content/uploads/elementor/thumbs/niel-portrait-11-1-scaled-q1k7vgh6dvspnlpzxfkuschwy2z054sx96bnfcpu10.jpg "niel portrait 1[1] (1)")
Niel Kasselman
Director and Wealth Manager
Strategic.
Shortly after completing high school in 1992 Niel Kasselmann joined Liberty as an underwriting clerk. He spent two years in this role before perusing studies in Industrial Psychology at UNISA. In 1996 he joined a Liberty franchise operation called The Prudent Consulting Group based in Bedfordview and commenced his career as a financial adviser. Niel spent 7 years with The Prudent Consulting Group before starting his own brokerage in 2003.
In 2012 he was approached by Liberty to convert the brokerage into a Liberty Affiliate Operation called Strategic. which now employs a highly motivated team of financial advisers.
Niel is an Executive Financial Adviser for Liberty and a long-standing member of the Top 35 Achiever group.
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