Fireside Chat with BlackRock – Market Insights You Can’t Miss

Satrix recently hosted an exclusive Fireside Chat with Nico Katzke, Head of Portfolio Solutions at Satrix in discussion with Varia Pechurina, Director, EMEA Investment Strategist at BlackRock. They unpacked some of the biggest market trends shaping the investment landscape right now. 

Here is a snapshot of what they covered: 

Market Volatility and Global Trends: What’s driving uncertainty and how investors can navigate their way around it 

Investment Strategies: Finding opportunities in a high-interest rate world 

ETFs and Portfolio Construction: How index investing is evolving 

Mega Forces Shaping the Future:  AI, geopolitical shifts, and demographic trends 

Don't have time to watch the whole video? Follow us on LinkedIn and watch the series of shorter videos. You can also view these here.          
Satrix IndexMore enables us to bring South African investors a wide range of global insights, themes, and industry-leading thought leadership, enabling us to further our industry-leading position in ETFs and indexation.  

About IndexMore:  
IndexMore is an educational collaboration between Satrix, South Africa’s leading index manager and BlackRock’s iShares, one of the largest ETF providers globally. Our purpose is to provide appropriate and targeted content to the South African investor which leverages the skills and insights of both ETF providers.  

  
About iShares 

iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience, a global line-up of 1500+ exchange traded funds (ETFs) and $4.2 trillion in assets under management as of December 31, 2024, iShares continues to drive progress for the financial industry. iShares funds are powered by the expert portfolio and risk management of BlackRock.                  
              

Watch our Series of Satrix IndexMore Macro Insight Video Clips Here:

Navigating Today’s Economic Landscape

Nico Katzke, Head of Portfolio Solutions at Satrix, joined Varia Pechurina, Director, EMEA Investment Strategist at BlackRock, to discuss the key forces shaping today’s economic landscape. From inflation trends to shifting interest rates, they unpacked the current macroeconomic regime, and how investors can respond.

Watch the video to find out more.  

What Is Driving Market Volatility?

In a rapidly changing market environment, Nico Katzke, Head of Portfolio Solutions at Satrix, and Varia Pechurina, Director, EMEA Investment Strategist at BlackRock, took a deep dive into factors fuelling volatility. With central bank policies, inflation, and global events at play, how should investors react to ongoing uncertainty?           
 

Watch the video to find out more.            

Is Fixed Income Back in Play?          
As bond markets adjust to shifting interest rates, Nico Katzke, Head of Portfolio Solutions at Satrix, and Varia Pechurina, Director, EMEA Investment Strategist at BlackRock, assess whether fixed income is set for a comeback. Should investors be reconsidering bonds?

Cap-Weighted vs. Equal-Weighted Indices          
Nico Katzke, Head of Portfolio Solutions at Satrix, asked Varia Pechurina, Director, EMEA Investment Strategist at BlackRock, to break down the advantages and challenges of cap-weighted vs. equal-weighted indices as concentration in markets increases,. Which strategy makes sense in today’s environment?

Watch the video to find out more.           

The Future of Indexation           
The investment landscape is evolving, with smart beta and factor investing gaining traction. Nico Katzke, Head of Portfolio Solutions at Satrix, and Varia Pechurina, Director, EMEA Investment Strategist at BlackRock, discussed whether sophisticated indexation will redefine passive investing or remain a niche strategy.           
 

Watch the video to find out more.         

*Satrix is a division of Sanlam Investment Management. 

Disclosure 

Satrix Investments (Pty) Ltd is an approved FSP in terms of the Financial Advisory and Intermediary Services Act (FAIS). The information does not constitute advice as contemplated in FAIS. Use or rely on this information at your own risk. Consult your Financial Adviser before making an investment decision. 

While every effort has been made to ensure the reasonableness and accuracy of the information contained in this document (“the information”), the FSPs, their shareholders, subsidiaries, clients, agents, officers and employees do not make any representations or warranties regarding the accuracy or suitability of the information and shall not be held responsible and disclaims all liability for any loss, liability and damage whatsoever suffered as a result of or which may be attributable, directly or indirectly, to any use of or reliance upon the information. 

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