Register here.
Join MoneywebNOW's Simon Brown for an insightful discussion about South Africa's upcoming 2024 general elections.
With the very real possibility of the ANC losing its majority and the pressing issue of forming a coalition government at the national level, it is critical to understand the implications of the ANC's decline.
Jason Swartz, Portfolio Manager at Old Mutual Investment Group, outlines the market impact of possible scenarios in the post-election environment, while independent social and political commentator Kaya Sithole explores voter sentiment and how it impacts the market. It will provide a broader perspective on the comprehensive impact it has on the nation. scenario.
Mr Swartz and Mr Shihor delve into topics such as market performance, sovereign ratings, the potential impact of gray listings and an increasingly volatile political outlook, and find out why this election is so important for South Africa and the local market. Please explore.
Gain insight into potential election outcomes and market implications, including various levels of decline scenarios below the 50% mark for the ANC and any subsequent coalitions that may develop.
We explore the dynamics of potential coalition scenarios and their implications for key issues such as infrastructure spending, state-owned enterprises (SOEs), and tackling climate change, and identify challenges and opportunities in different coalition scenarios.
Finally, this discussion assesses South Africa's investment attractiveness before and after the election, taking into account the resilience of various sectors amid the uncertainty surrounding the election. Join the conversation about the factors that make this country attractive to investors.
The webinar will be held on Tuesday, March 26th at 11:00. Register here.
Don't miss this important conversation as we strive to understand the landscape of politics and investing after the 2024 election.
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Guest details:
Jason Swartz
Portfolio Manager, Old Mutual Investment Group
Mr. Swartz is an experienced strategist and portfolio manager, currently responsible for the strategic asset allocation capabilities of Old Mutual Life Assurance Company (South Africa) Limited's policyholder and shareholder assets. He joined Old Mutual Investment Group in 2019 as a strategist.
Kaya Shihor
independent sociopolitical commentator
Mr. Shihor is also a certified public accountant, activist, and academic. He writes and tweets about politics, economics, finance, and social justice issues. In his spare time, he works on spreadsheets for various clients in the consulting field.
Brought to you by Old Mutual Investment Group.
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