Balancing flexibility and strategy in investment management
Update: 2024-08-28
Description
Portfolio Manager, Jacques de Kock, chats to Neville Chester, Portfolio Manager at Coronation. The conversation highlights the importance of a long term investment approach, the advantages of having a robust research team, and how Coronation balances flexibility with strategic stock holding. The discussion also covers the significance of offshore allocation, the risks and opportunities in the fixed income market, and the implications of the 2024 elections on financial strategies.
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