Correlation Conversations

Just an update as to how we ended 2022 and the a look at the major themes for 2023 

Enjoy 

Rizaan has been nominated in the Woman of stature South African Awards for 2023. She is the founder of ProfileMe, a digital platform who's  mission is to develop a digital experiences that makes peoples lives easier 

Rizaan has a fascinating story, a never give up attitude and a true passion for what she does. I loved chatting her and I hope you enjoy the conversation

Welcome to our first podcast of 2022, I chatted to Izak Odendaal from Old Mutual Wealth, where we spoke about what is happening in the world. And Old Mutual ideas on navigating this market from an investors point of view  

As the year draws to a close I would like to have a reflect what happened in 2021.  In this conversation I once again was joined by Abi and Rone from MorningStar as we have a look at what happened.

I would also like to thank you for listening to my pod cast this year and for being part of the journey.  I would like to wish you and your family all the best over the festive season and looking forward to a fruitful 2022

In this episode I chat with David Shochot from Stylo investments and we discuss investing offshore. We will be having a further discussion with as the episode went on for a bit longer than normal and we never got to chat about what ETF's are and how that they work.  However in this episode David discusses a few options of how to invest your money offshore using different vehicles as well as different tracker options.  We also went into a little bit of detail as to what are trackers.

I hope you enjoy

In todays episode Im joined by Morkel Kincaid from Ninety One. Todays discussion really went around the world. we spoke about  

• Where clients have been investing their money over the last two years any trends and has anything changed
• market returns and correct Diversification 
• global factors especially whats happening in China at the moment  
• Lastly SA factors, how are Ninety One positioned and their expectations on returns over the next short while  

Have a listen and enjoy  

In todays discussion, I'm joined by Clynton Kairuz from 518 Portfolio Management where we discuss the basics of share portfolios. As shares form the basis of pretty much all investments we decided to get to the heart of how portfolios are constructed 

I hope you enjoy 

In todays discussion I chatted to Abby Petersen ( Business Development Manager ) and Miranda Van Rensburg ( Regional Sales Manager ) at Prudential Investment about the name change to M&G Investments. As well as a discussion around their investment process and outlook

Enjoy 

In this episode I once again chat with Debra Slabber and Rone Swanepoel from Morningstar. We have a quick look at the Good Bad and Ugly in the Markets over the last Month. The last portion I chat with Rone about the unknown where she shares a lovely analogy about walking the dog  :) 

Have a listen and enjoy 

In this discussion I chat with Carl Richards, the author of the Behavior Gap . The conversation revolved around his equation MONEY = FEELINGS 

What does this equation mean to him and how do we best use and understand it to guide our money decisions

Enjoy 

Should you wish to meet with me to chat further please click the link below to make an appointment  

https://bit.ly/BookJasonYutar 

As the 1st August marked the start of the second half of the year, I wanted to have a look at what happened in the first half and any themes that are presenting for the second half of 2021. In this podcast I chatted to Debra Slabber a portfolio specialist from Morningstar about just that 

Enjoy 

Should you wish to make an appointment to chat with me my diary link is  

https://outlook.office365.com/owa/calendar/CorrelationCoaching@correlationcoaching.co.za/bookings/

ESG (Environmental, Social and Governance) investments is a trend trend towards sustainability, originally brought about by millennials.

Sustainability and responsible investing addresses two of the biggest challenges of our time: Climate change and Social inequality.

More and more Asset Managers are incorporating ESG into their asset allocation process. Physical climate risks are creating a sense

of urgency not seen before and ESG factors are forging greater efficiencies and technological innovation, leading to investing in

ESG-focused companies.

In todays discussion with David Levinson and Marc Garnitz from Nedgroup Investments, we try to unpack what this trend is all about and why it is becoming increasingly popular 

Should you wish to have a chat with me please feel free to book a time using the link below  

https://bit.ly/BookJasonYutar

Enjoy 

In todays Episode I'm joined by Rone Swanepoel from Morningstar to discuss Morningstar's insights into the behavior gap. Put simply the behavior gap is the gap that exits between what returns we as investors achieve versus the investments we are invested in. Yes there is a difference and this difference is what we look at today  

These are some of the show notes that we spoke about  

The more things change : https://correlationcoaching.sharepoint.com/:i:/s/Correlation-Fileshare/EeMJtvuSbDZMoJBFC5P8lAYBT1-YlEr8Y0rnqZagIijHcw?e=Vhos1K

Timing the Markets :  https://correlationcoaching.sharepoint.com/:i:/s/Correlation-Fileshare/ET05xpw2S1ZKq3DbyHzakIEBjnJFgMvN-pNSknm8on2XEg?e=LHCHis

Five things investors should not care about  : https://correlationcoaching.sharepoint.com/:b:/s/Correlation-Fileshare/Ed8RJMuPQMVEluLQdMfk_dYBk3ou7uvEYJR8YWtA2TqA3Q?e=jqjXcy

Should you wish to book an appointment or have a chat click on the link below and book a time  

https://bit.ly/BookJasonYutar

In todays episode I have the last of my introductions. This week I speak to Morningstar and the conversation is who is Morningstar and the work that they do and what we do together. 

As this is the first Episode of July it is more technical. What sort of analysis is conducted and how portfolios are constructed in order to give a specified return above inflation. We chat about manager selection as well as market segmentation ( IE which sectors of the market are giving what returns)

In 2 weeks we will go back to behavioral and start chatting about Carls book the behavior gap 

Enjoy 

Should you wish to make an appointment or chat to me please click on the link below  

https://outlook.office365.com/owa/calendar/CorrelationCoaching@correlationcoaching.co.za/bookings/

In this episode Carl Richards the author of the behavior gap is going to introduce himself and his book, over the next few months I'm going to dive a little deeper into ideas from his book. 

As mentioned last week I'm going to be sending these podcasts out only twice a month. As my first one went out last week you will be getting 3 in a row and from then on twice a month.

Looking forward to chatting soon 

Jason 

Should you wish to chat to me please call or you can book at time using this link  

https://outlook.office365.com/owa/calendar/CorrelationCoaching@correlationcoaching.co.za/bookings/

A short podcast twice a month to keep you updated with what's happening in the markets and on a behavioral side to money. It is a short conversation that I hope offers some value and insights to our financial world 

Should you wish to contact us 

Jason@51339.co.za

Zaheera@51339.co.za

Or you can book an appointment at a time that is good for you by clicking the link below  

https://outlook.office365.com/owa/calendar/CorrelationCoaching@correlationcoaching.co.za/bookings/

How Correlated is you money to your well being? 

What is conscious effort? 

Just two question Andrew Bradley and I explore in this episode of Correlation Conversations 

Enjoy 

one stroke and being hit by a car, but still smiling