Explore how leading South African asset managers are navigating portfolio construction in an environment of rising global yields, tightening credit spreads, and renewed fixed-income volatility.
Join our host, Joanne Baynham, as she is joined by a panel of experts: JP du Plessis, Portfolio Manager at Methodical Investment Management; Pooja Tanna, Head of Fixed Income & Portfolio Manager at Perpetua Investment Managers; Bulent Badsha, Portfolio Manager at M&G Investments; and John Orford, Portfolio Manager at Old Mutual Investment Group. Together, they explore the opportunities, challenges, and strategic considerations shaping fixed-income investing in today’s market environment.
