Tag: david nathanson

Bellwood Capital’s global tech stocks for 2019

David Nathanson, Global Equity specialist from Bellwood Capital joins CNBC Africa to talk about Amazon's climb to the top, Apple's sales tumble and other global tech stock movements.

Why JSE rand hedges are a poor substitute for a global portfolio

South African investors are increasingly seeking shelter via offshore exposure. But, according to David Nathanson, Global Equity Specialist at Bellwood Capital, it is important for investors to consider the implications of counting on locally listed rand-hedged stocks as a substitute for a truly global portfolio.