Global Tensions & Your Portfolio: Investing in East Africa Amid Geopolitical Risk скачать в хорошем качестве

Global Tensions & Your Portfolio: Investing in East Africa Amid Geopolitical Risk

As the world grapples with heightened geopolitical and economic uncertainty, how should investors in Kenya, Uganda, and Tanzania position their portfolios? In this ICEA LION Asset Management webinar, Group Chief Investment Officer Gerald Gondo and Moderator David Ithau break down the "Global Tensions" landscape. From the Strait of Hormuz’s impact on oil prices to the resilience of East African currencies (KES, UGX, TZS), we explore whether current market shifts are temporary shocks or structural changes. Learn actionable strategies to protect your wealth and stay resilient in an ever-changing global investment environment. In this video, you will learn: The direct link between global conflict and local inflation. Why the ICEA LION outlook remains "Afro-Optimist" for fixed income. Market analysis of the Nairobi Securities Exchange (NSE) and regional bond yields. The future of commodities: Wheat, Corn, and Soybeans. Connect with ICEA LION Group: 🌐 Website: https://icealion.co.ke/money-market-fund 📞 Contact: 0719 071 000 / 0719 071 204 📧 Email: unit-trusts@icealion.com 00:00 – Introduction & Welcome 01:34 – The Current State of Global Geopolitical Tensions 04:00 – Investing through Uncertainty 05:58 – Why the Strait of Hormuz Matters to Global Markets 08:30 – Shock vs. Structural Change: Defining the Crisis 11:13 – Macro Transmission: Inflation, FX and Interest Rates 14:40 – East African Currency Performance (KES, TZS, UGX) 16:57 – Understanding Local Bond Yields & Fixed Income Strategy 20:45 – Commodity Outlook: Oil, Wheatand Corn Futures 24:12 – Case Study: Why Local Currency Bonds are Rewarding Investors 31:30 – Q&A: Protecting Your Portfolio from Oil Volatility 34:50 – The Future of Renewable Energy in Africa 36:45 – Closing Remarks & How to Reach ICEA LION