In this excellent discussion with Nico Katzke, Head of Portfolio Solutions at Satrix Investments, we talked about a range of topics that are of great relevance to South African investors. This included: The performance of the local market in the aftermath of the election and why indices behaved differently How the carry trade works and why this tends to protect the rand The relative appeal of South African equities in this environment Property and government bonds as a way to play the local theme How ETFs can be used to express these views and build a portfolio For those willing to put in the effort to expand their investment knowledge and build wealth, this is a fantastic podcast. This podcast was first published here. Satrix Investments Pty Limited and Satrix Managers RF Pty Limited are authorised financial services providers. Nothing you have heard in this podcast should be construed as advice. Please do your own research and visit the Satrix website for more information on all their ETF products.