IndexMore Macro Insights: Fireside Chat with BlackRock

Satrix and iShares by BlackRock hosted an engaging Fireside Chat with Nico Katzke, Head of Portfolio Solutions at Satrix, in conversation with Laura Cooper, Senior Investment Strategist, BlackRock and Omar Moufti, Thematic and sectors product specialist at BlackRock’s iShares.

These are some of the topics they discussed:     
• Asset Allocation Trends in 2023 and the impact on 2024 opportunities    
• US Market Outlook: Resilience of US economy and potential slowdown in 2024    
• Thematics: How thematics can be integrated into client portfolios    
• Integration into Portfolios: Role of thematic investing for tactical and structural gains

Our relationship with BlackRock enables us to bring South African investors a wide range of global products, themes, and industry-leading innovations, enabling us to further our industry-leading position in ETFs and indexation.

Watch the Recording:     
Don't have time to watch the whole video? Check out our LinkedIn channel for a series of shorter videos. Watch here and be sure to follow our channel for more engaging content.

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 1400+ exchange traded funds (ETFs) and $3.5 trillion in assets under management as at December 31, 2023, 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:

Asset Allocation Trends in 2023 and the impact on 2024 opportunities

What were the asset allocation and investment trends in 2023 and what can investors expect for 2024? Join Nico Katzke, Head of Portfolio Solutions as he gets BlackRock’s views from Laura Cooper, Senior Investment Strategist at BlackRock.

Watch the video to find out more.  

An Upside-down World

Good news for the economy is bad news for the market. Join Nico Katzke, Head of Portfolio Solutions as he talks with Laura Cooper, Senior Investment Strategist at BlackRock, on the likely interest rate cutting cycle in 2024, the impact that elections will have on fiscal expenditure – and the potential for a higher term premium for funding developed market debt.

Watch the video to find out more.

Explore the Evolving Landscape of Mega Forces and Megatrends

What are the big structural forces that will likely shape the future economy and impact the investment landscape in years to come? Join Nico Katzke, Head of Portfolio Solutions and Omar Moufti, Thematic and Sectors Product Specialist at BlackRock’s iShares, as they discuss the mega forces that investors will look to in years to come.

Watch the video to find out more.

Thematic Investments: One of the Fastest Growing Segments of the Asset Management Universe?

Join Nico Katzke, Head of Portfolio Solutions and Omar Moufti, Thematic and Sectors Product Specialist at BlackRock’s iShares, as they discuss thematic investments, specifically for a new generation of investors that want to relate to their investments.

Watch the video to find out more.

Navigating Uncertainties: Insights from Laura on Potential Investment Risks Ahead

Nico Katzke, Head of Portfolio Solutions, delved into a discussion with Laura Cooper, Senior Investment Strategist at BlackRock, seeking valuable insights. He posed the question to Laura: "As we navigated the uncertainties ahead, could you share insights on the specific themes or elements that were causing concern and keeping you awake at night regarding potential investment risks for the year and beyond?" 

Watch the video to find out more.

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.