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Global market perspectives with Kokkie Kooyman (Denker Capital) and Deon Gouws (Credo) on interest rates, financials and emerging markets

Kokkie Kooyman

Kokkie Kooyman, Portfolio manager: Denker Global Financial Fund, and Deon Gouws, Chief Investment Officer of Credo UK, join Nigel Barnes, Head of Business Development at Denker Capital, on The Denker Dialogue podcast to discuss the outlook for global markets and the key themes influencing investment decisions.

The conversation explores the impact of higher interest rates on equity markets, the resilience of the US economy, opportunities within the global financial sector, and the investment case for emerging markets. Kokkie and Deon also share their views on market valuations, portfolio positioning and where they are identifying opportunities across global markets.

For investors seeking insight into today’s investment landscape, the discussion provides perspectives from two experienced investment professionals on navigating market uncertainty, identifying long-term opportunities and managing risk in a changing economic environment.

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Disclaimer

The opinions expressed in this podcast are those of the participants and do not necessarily represent those of Denker Capital. This podcast does not take the circumstances of a particular person or entity into account and is not advice in relation to an investment. Please do not rely on any information without appropriate advice from an independent financial adviser. The value of investments may go down as well as up, and past performance is not a guide to future performance. Denker Capital is an authorised financial services provider in South Africa.

To view the full disclaimer relating to the fund mentioned in this episode, please click here.

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About the author

  • Kokkie manages the award-winning Denker Global Financial Fund and its rand-denominated feeder fund. In 1989 he joined Old Mutual where he filled various investment management roles over 10 years, the last being Head of the Financial Services Sector. From 1999, Kokkie spent five years managing the local and global financial funds at Coronation Fund Managers. He established SIM (Sanlam Investment Management) Global in 2004, which merged with SIM Unconstrained Capital Partners to form Denker Capital.

    Kokkie has received the prestigious UK-based Investment Week’s Fund Manager of the Year award four times (2010-2013) in the financials category. The funds that Kokkie has managed over the years have received a range of industry awards. These include a Morningstar award for the Denker Global Financial Fund as well as Raging Bull awards for the Nedgroup Investments Financials Fund and the Denker SCI Global Equity Feeder Fund (the South African-registered feeder fund for the Denker Global Equity Fund).

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