Simon’s weekly wrap: AI is changing finance as stagflation fears rise

You can also listen to this podcast on iono.fm here.

I had a fascinating chat with Wafeeqah Lagerdien from Futuregrowth Asset Management about the local vehicle industry. A number of the larger global OEMs such as Toyota, Mercedes-Benz and Daimler are raising billions in rand-denominated bonds on the JSE. Secured by their parent companies, they trade with higher ratings and better yields than local banks.

You can also listen to this podcast on iono.fm here.

AI is perfectly positioned to work in the financial industry with its ability to process large quantities of data quicker than any human can. I spoke with Marriott CIO Duggan Matthews about how they’re using the tech within their business and where they’re seeing real benefits.

You can also listen to this podcast on iono.fm here.

I chatted with Professor Adrian Saville from Gibs about the horror phrase, stagflation. Low growth, high inflation is the top concern of any economy and it seriously hurt the US during the 1970s. The question I posed is if there is a real threat to the global economy, as yet, maybe not. But he’s not saying we’re out of the woods. The risks are real with an elevated oil price.

You can also listen to this podcast on iono.fm here.

I chatted with Reza Hendrickse from PPS Investment about the first quarter and their portfolios since the war started in late February. His key point was they’ve changed very little to their portfolios and that they still like the emerging market story. This was a key theme for many coming into the year and for him it remains an important investment theme.