Corion report shows nimble outperformed in March - light on Prosus/Naspers, rand hedges; heavy on financials, small caps.

Loading player...
The best investment returns are being generated by smaller, more nimble money managers according to David Bacher of Corion Capital whose tables for March have just been released. In this podcast, Bacher explains how asset managers are reacting to the new regulation which raises the offshore component from 30% to 45% - and why SA's Big Three managers, Allan Gray, Coronation and Ninety One - are struggling to match the returns generated by smaller competitors. Learn more about your ad choices. Visit megaphone.fm/adchoices
5 Apr 2022 10AM English South Africa Investing · Business News

Other recent episodes

BN Daybreak - Wed 22 Apr 2026: Navigating market lions; US-Iran peace paradox; Anthropic’s AI security breach

In today's BizNews Daybreak episode, President Trump indefinitely extends the US-Iran ceasefire at Pakistan's request while maintaining a naval blockade. We cover the security breach of Anthropic’s "Mythos" AI model and Kevin Warsh’s pledge of independence during his Federal Reserve confirmation hearing. Plus, an investing masterclass with Sean Peche explores…
22 Apr 12AM 15 min

Ian Bremmer on Iran talks: Who wins from the conflict in the Middle East?

Eurasia Group President and Founder Ian Bremmer joined Bloomberg Open Interest to break down the fragile reality behind the US-Iran talks. He warns that a peace deal may be more political theater than real progress. Bremmer talks about how higher gas prices could impact the midterm elections.
21 Apr 5AM 12 min