* . *
  • About
  • Advertise
  • Privacy & Policy
  • Contact
Thursday, September 18, 2025
Earth-News
  • Home
  • Business
  • Entertainment
    REO to return for UI homecoming – The News-Gazette

    REO Gears Up to Ignite the Stage at UI Homecoming Celebration!

    Gen V Season 2: What is The Odessa Project? – yahoo.com

    Gen V Season 2: Unlocking the Secrets of The Odessa Project

    PENN Entertainment stock rating reiterated at Market Outperform by JMP – Investing.com

    PENN Entertainment Stock Rated a Market Outperformer by Experts

    Here’s how NJ’s once-vibrant nightclub scene was born and why it died – Bergen Record

    The Rise and Fall of New Jersey’s Once-Vibrant Nightclub Scene: What Happened?

    The Emmys are back: Viewership soars to highest numbers in 4 years – yahoo.com

    The Emmys Return with a Bang: Viewership Hits a 4-Year High

    From Spinal Tap II to Ed Sheeran : your complete entertainment guide to the week ahead – The Guardian

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    Bucking the Odds: Why Technology Companies Should Embrace Software Patents Today – Crowell & Moring LLP

    Bucking the Odds: Why Technology Companies Should Embrace Software Patents Today – Crowell & Moring LLP

    City IT presented Best of North Carolina Technology Award – RaleighNC.gov

    City IT Honored with Best of North Carolina Technology Award

    LELO Releases 2025 Futurist Report: Intergenerational Views on Relationships, Sex, and Technology – PR Newswire

    Exploring the Future: How Different Generations View Relationships, Sex, and Technology in 2025

    Will New Big Technology Engagements Reshape Innodata’s Growth Path? – Yahoo Finance

    Could New Major Tech Partnerships Propel Innodata to Unprecedented Growth?

    Unlocking AI Success: How People, Process, and Technology Form the Ultimate Triangle

    Billion-dollar coffins? New technology could make oceans transparent and Aukus submarines vulnerable – The Guardian

    Billion-Dollar Coffins? How New Technology Could Make Oceans Transparent and Expose Submarines

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
  • Home
  • Business
  • Entertainment
    REO to return for UI homecoming – The News-Gazette

    REO Gears Up to Ignite the Stage at UI Homecoming Celebration!

    Gen V Season 2: What is The Odessa Project? – yahoo.com

    Gen V Season 2: Unlocking the Secrets of The Odessa Project

    PENN Entertainment stock rating reiterated at Market Outperform by JMP – Investing.com

    PENN Entertainment Stock Rated a Market Outperformer by Experts

    Here’s how NJ’s once-vibrant nightclub scene was born and why it died – Bergen Record

    The Rise and Fall of New Jersey’s Once-Vibrant Nightclub Scene: What Happened?

    The Emmys are back: Viewership soars to highest numbers in 4 years – yahoo.com

    The Emmys Return with a Bang: Viewership Hits a 4-Year High

    From Spinal Tap II to Ed Sheeran : your complete entertainment guide to the week ahead – The Guardian

  • General
  • Health
  • News

    Cracking the Code: Why China’s Economic Challenges Aren’t Shaking Markets, Unlike America’s” – Bloomberg

    Trump’s Narrow Window to Spread the Truth About Harris

    Trump’s Narrow Window to Spread the Truth About Harris

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    Israel-Gaza war live updates: Hamas leader Ismail Haniyeh assassinated in Iran, group says

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    PAP Boss to Niger Delta Youths, Stay Away from the Protest

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Court Restricts Protests In Lagos To Freedom, Peace Park

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Fans React to Jazz Jennings’ Inspiring Weight Loss Journey

    Trending Tags

    • Trump Inauguration
    • United Stated
    • White House
    • Market Stories
    • Election Results
  • Science
  • Sports
  • Technology
    Bucking the Odds: Why Technology Companies Should Embrace Software Patents Today – Crowell & Moring LLP

    Bucking the Odds: Why Technology Companies Should Embrace Software Patents Today – Crowell & Moring LLP

    City IT presented Best of North Carolina Technology Award – RaleighNC.gov

    City IT Honored with Best of North Carolina Technology Award

    LELO Releases 2025 Futurist Report: Intergenerational Views on Relationships, Sex, and Technology – PR Newswire

    Exploring the Future: How Different Generations View Relationships, Sex, and Technology in 2025

    Will New Big Technology Engagements Reshape Innodata’s Growth Path? – Yahoo Finance

    Could New Major Tech Partnerships Propel Innodata to Unprecedented Growth?

    Unlocking AI Success: How People, Process, and Technology Form the Ultimate Triangle

    Billion-dollar coffins? New technology could make oceans transparent and Aukus submarines vulnerable – The Guardian

    Billion-Dollar Coffins? How New Technology Could Make Oceans Transparent and Expose Submarines

    Trending Tags

    • Nintendo Switch
    • CES 2017
    • Playstation 4 Pro
    • Mark Zuckerberg
No Result
View All Result
Earth-News
No Result
View All Result
Home Business

FFM podcast ep11: SA a bobbing cork in a weaker dollar environment; Absa to watch; Dividend explained

July 14, 2023
in Business
FFM podcast ep11: SA a bobbing cork in a weaker dollar environment; Absa to watch; Dividend explained
Share on FacebookShare on Twitter

United States inflation fell to 3% in June, the lowest in three years, as increased interest rates started to bite. This easing in CPI has lifted hopes that the current trend will cool rising interest rates. But what does all this mean for a South African investor? This week on the Fantasy Fund Manager podcast BizNews’ Stuart Lowman was joined by Corion Capital’s Garreth Montano and Grant Morris, a portfolio manager at CluclasGray Asset Management, to try to answer this ever-changing scenario. With a scope on which sectors and stocks may benefit from a dovish interest rate environment and a stronger Rand. Education is one of the cornerstones of Fantasy Fund Manager, and Gareth explained this week the dividend ratio and how it is used in investment decision-making. Remember to make your picks each week by the market open on Monday to have a chance to win any of the prizes up for grabs. And invite your friends. Register at www.fantasyfundmanager.co.za—thanks to our platinum sponsors Sharenet, Terebinth Capital, ClucasGray Asset Management, and Money Better. Remember to subscribe to the podcast so you don’t miss an episode.

Listen here

In this week’s Fantasy Fund Manager podcast, host Stuart Lowman was joined by Corion Capital’s Gareth Montano and Grant Morris, a portfolio manager at CluclasGray Asset Management.

The conversation began with Stuart asking Gareth about the competition’s progress and the current market conditions. Gareth expressed relief at being back on the podcast and hoped to bring some positive news while David Bacher, their colleague, took a break. Despite the challenges, Gareth noted that a good market performance had lifted everyone’s spirits.

Grant chimed in, acknowledging Gareth’s sentiment and highlighting that June had been a much better month for investors. He attributed the positive trend to alleviation from the volatility experienced in May and a sense of sensibility returning to market valuations. However, Grant believed there was still a way to go before complete stability.

Stuart shared his experience of the market’s ups and downs, mentioning how he had briefly been in the top five on Monday but had dropped significantly since then. He marvelled at the daily market volatility and how quickly one’s position could change.

The discussion turned to the strength of the South African rand, with Grant explaining that the currency had performed well due to positive global factors. The US inflation rate had come in at 3%, signalling a potential end to the tightening cycle by the Federal Reserve. This news benefited emerging markets, including South Africa, and commodity-based currencies.

Stuart pointed out the contrast between the current rand strength and the high inflation of the past. Gareth clarified that the rand’s performance was not solely influenced by domestic factors but also by global market dynamics, particularly in developed markets. As indicated by the US dollar’s movements, the sentiment in developed markets influenced investment decisions in emerging markets.

The conversation delved further into the relationship between global and local interest rates. Gareth emphasized the importance of monitoring global interest rates, especially when comparing them to South African rates. Higher interest rates in developed markets could attract investors away from emerging markets, affecting currencies and asset prices.

Grant joined in, discussing the role of the South African Reserve Bank in maintaining interest rates. He noted the importance of controlling inflation and ensuring stability in the economy. While it may seem challenging to have restrictive interest rate policies during weak economic conditions, it helps maintain stability and offers potential rewards when inflation and rates stabilize and begin to decline.

Stuart then shifted the discussion to the investment landscape and asked Grant about his approach as a Fantasy Fund Manager. Grant highlighted the attractiveness of interest rate-sensitive equities, such as banks and retailers, in a lower interest rate environment. He believed these sectors would benefit from better inflationary trends and a more supportive backdrop.

Stuart asked if specific stocks caught Grant’s attention. Grant mentioned Standard Bank and ABSA as potential beneficiaries. Gareth expressed his agreement, emphasizing the importance of dividend yields in determining the risk-reward payoff for investors. He highlighted the potential rewards of South African stocks that earn significant earnings from the local economy.

The conversation then turned to dividends as an investment approach. Gareth explained that dividend yield, the dividend paid out as a percentage of the share price, was an essential consideration for investors. High dividend yields, particularly in the banking sector, provided attractive risk-reward opportunities, especially considering the after-tax benefits.

Grant added that dividends were an important component of total returns and looked for companies that could grow their dividends in real terms, keeping pace with inflation or exceeding it. This growth helped investors preserve their purchasing power and achieve returns that outpaced inflation.

As the podcast neared its end, Stuart asked for an investment tip. Grant recommended ABSA, emphasizing its potential upside and attractive valuation. Gareth expressed his agreement, having already included ABSA in his portfolio.

The podcast concluded with optimism about the strength of the rand and its positive impact on market sentiment. Gareth and Grant believed South African stocks presented significant investment opportunities, especially those focused on the local economy.

Read more:

FFM podcast ep10: The winning formula
FFM podcast ep9: A battle royale for June; the psychology behind value and growth investors; Richemont’s runway
FFM podcast ep8: Volatility for starters; SA Inc for mains; and Life for dessert

(Visited 44 times, 44 visits today)

>>> Read full article>>>
Copyright for syndicated content belongs to the linked Source : BizNews – https://www.biznews.com/sponsored/2023/07/14/ffm-sa-dollar-absa-dividend

Tags: bobbingbusinesspodcast
Previous Post

Meek Mill Faces Backlash For Supporting Tory Lanez’s Freedom Amidst Megan Thee Stallion Shooting Case

Next Post

The pitfalls of over-regulation: Incentives, schemes, and unintended consequences – James Peron

Trump Designates Antifa ‘Terror Organisation’ Days After Charlie Kirk Murder – NDTV

Trump Designates Antifa ‘Terror Organisation’ Days After Charlie Kirk Murder – NDTV

September 18, 2025
Study: UIS contributes nearly $1 billion to the Illinois economy – NPR Illinois

Study: UIS contributes nearly $1 billion to the Illinois economy – NPR Illinois

September 18, 2025
REO to return for UI homecoming – The News-Gazette

REO Gears Up to Ignite the Stage at UI Homecoming Celebration!

September 18, 2025
WATCH: Former CDC doctor says U.S. is on track to see uptick in preventable diseases under Kennedy – PBS

WATCH: Former CDC Doctor Warns of Rising Preventable Diseases in the U.S

September 18, 2025
Local politicians, judges, officials face increased threats, new data shows – WDSU

Local politicians, judges, officials face increased threats, new data shows – WDSU

September 18, 2025
Washington State Honors Hanford Team for Protecting Native Habitat – Department of Energy (.gov)

Washington State Celebrates Hanford Team’s Success in Protecting Native Habitat

September 17, 2025
Kent State University unveils poetry inspired by science despite federal funding cut – Ideastream

Kent State University Unveils Science-Inspired Poetry Amid Federal Funding Cuts

September 17, 2025
Fired CDC director warns of backslide in US vaccine science under RFK Jr – Al Jazeera

Fired CDC director warns of backslide in US vaccine science under RFK Jr – Al Jazeera

September 17, 2025
Melting Pot Brings Back Its Most ‘Luxurious’ Fondue for a Limited Time – yahoo.com

Melting Pot Brings Back Its Most ‘Luxurious’ Fondue for a Limited Time – yahoo.com

September 17, 2025
Bucking the Odds: Why Technology Companies Should Embrace Software Patents Today – Crowell & Moring LLP

Bucking the Odds: Why Technology Companies Should Embrace Software Patents Today – Crowell & Moring LLP

September 17, 2025

Categories

Archives

September 2025
MTWTFSS
1234567
891011121314
15161718192021
22232425262728
2930 
« Aug    
Earth-News.info

The Earth News is an independent English-language daily published Website from all around the World News

Browse by Category

  • Business (20,132)
  • Ecology (824)
  • Economy (844)
  • Entertainment (21,723)
  • General (17,097)
  • Health (9,889)
  • Lifestyle (858)
  • News (22,149)
  • People (848)
  • Politics (854)
  • Science (16,055)
  • Sports (21,344)
  • Technology (15,826)
  • World (828)

Recent News

Trump Designates Antifa ‘Terror Organisation’ Days After Charlie Kirk Murder – NDTV

Trump Designates Antifa ‘Terror Organisation’ Days After Charlie Kirk Murder – NDTV

September 18, 2025
Study: UIS contributes nearly $1 billion to the Illinois economy – NPR Illinois

Study: UIS contributes nearly $1 billion to the Illinois economy – NPR Illinois

September 18, 2025
  • About
  • Advertise
  • Privacy & Policy
  • Contact

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

No Result
View All Result

© 2023 earth-news.info

Go to mobile version