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FFM podcast ep12: SA inc rotation; share buybacks; Watch those insurers

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Volatility is still the name of the Fantasy Fund Manager game, as Richemont and Pick n Pay are down more than 10 percent for the week. But what is this signalling? On the Fantasy Fund Manager podcast, BizNews' Stuart Lowman was joined by Corion Capital's Garreth Montano and Dylan Bradfield, a portfolio manager at Sharenet, to dissect the current rotation happening in the local market. But where does the opportunity lie, Dylan points to a potential rotation into insurers. The pros and cons of company share buybacks were also discussed, with both leaning towards the former, potentially better use of capital than dividends. Remember to make your picks each week by the market open on Monday to have a chance to win any of the prizes up for grabs. And invite your friends. Register at www.fantasyfundmanager.co.za—thanks to our platinum sponsors Sharenet, Terebinth Capital, ClucasGray Asset Management, and Money Better. Remember to subscribe to the podcast so you don't miss an episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
20 Jul 2023 11AM English South Africa Investing · Business News

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