Final Eco's Webinar of 2025 скачать в хорошем качестве

Final Eco's Webinar of 2025

In our final Economics webinar of the year, we’ll dive into the top five equity picks from SA’s leading equity managers — looking at where they agree, where they don’t, and why gold has everyone talking. We’ll also unpack how the Sygnia Dollar Plus Fund delivers a 5% yield in real US dollars (no stablecoins required). After that, we’ll look back at 2025’s standout market and fund performers, share what we’re watching for 2026, and wrap up with a practical look at how AI is shaping growth and returns across global markets. -------------------------------------------------------------------------------------------------------------------------------------------------------------- 📌 Contents 00:00:00 – Introduction 00:01:51 – YTD: Asset classes in review (ZAR) 00:03:25 – November: Top fund performance 00:06:19 – Will the Fed end the market rally? 00:13:19 – US growth recovery and end to shut down support the dollar; all eyes on the Fed 00:19:47 – AI to support productivity growth, but it will impact employment 00:25:11 – EU: Political risk in France holds back the euro 00:29:41 – China: Going from “uninvestable” to best in class 00:33:17 – SA’s growth has troughed, will the recovery be V-, U- or L-shaped? 00:47:40 – Outlook for 2026, growth will be impacted by AI readiness 00:57:35 – Top 5 Equity Manager Overweight's 00:59:22 – Sygnia Dollar Plus Fund 01:03:00 – Sygnia Transnational Equities Fund 01:07:29 – Q and A -------------------------------------------------------------------------------------------------------------------------------------------------------------- 📰 Our latest articles: https://www.sygnia.co.za/better-than-... https://www.sygnia.co.za/why-gen-z-is... https://www.sygnia.co.za/business-wis... https://www.sygnia.co.za/sygnia-bitco... https://www.sygnia.co.za/coffee-and-i... -------------------------------------------------------------------------------------------------------------------------------------------------------------- 🤝 Connect You'll find us on all your favourite social media platforms! Facebook:   / sygniagroup   X:   / sygnia   Instagram:   / sygniagroup   LinkedIn:   / sygnia-asset-management   -------------------------------------------------------------------------------------------------------------------------------------------------------------- 🚨 Disclaimer Sygnia Limited (“Sygnia”) is a specialist financial services group headquartered in South Africa that focuses on the provision of investment management and administration solutions to institutional and retail clients located predominantly in South Africa. The information and opinions contained in this presentation are of a general nature and are not intended to address the circumstances of a particular individual or entity. The information in this presentation is not intended as, nor does it constitute, financial, tax, legal, investment or other advice. Sygnia does not act as an advisor or in a fiduciary capacity towards the recipient(s).