Ghost Stories #7: Growth, Value and Markets (Nico Katzke, Head: Portfolio Solutions at Satrix)

In this episode of Ghost Stories, Nico Katzke (Head of Portfolio Solutions at Satrix) joined me to unpack a wide variety of investment topics.

There is something in here for literally everyone, with numerous insights available to you in this detailed discussion.

We covered topics like:

• A brief overview of why 2022 was so hard for investors.
• The difference between growth and value investing, explained in a way you likely haven’t heard before.
• The VIX and the DXY and why these market metrics are useful in practice.
• The disappointment of gold over this period.
• Equity investing in the context of higher rates in the market, both over the short- and long-term.
• Being careful of the growth component that is found in most leading indices.
• The relative outlook for value vs. growth.
• Artificial Intelligence as a theme and the potential disruption of Google.
• Achieving real diversification through suitable portfolio allocation.
• The importance of consistently investing over a long period of time.
• The misconception of active vs. passive investing and how passive should rather be thought of as “rules-based” investing.

Listen to the discussion using this podcast player:

Disclaimer
Satrix Investments (Pty) Ltd is an approved financial service provider in terms of the Financial Advisory and Intermediary Services Act, No 37 of 2002 (“FAIS”). Satrix Managers (RF) (Pty) Ltd (Satrix) is a registered and approved Manager in Collective Investment Schemes in Securities. The information above does not constitute financial advice in term of FAIS. Consult your financial advisor before making an investment decision. Past performance is not indicative of future performance.