Episode

#78 Cash Talk: FLAC decoded | What SA’s new bank debt means for fixed income investors

Podcast
The Investment Perspective, with Ninety One
Published
Apr 16, 2026
Duration seconds
647
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https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/78-cash-talk
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https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69df393e59baa7e22876ac40/media.mp3
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Markdown
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Summary

South Africa’s fixed income market is entering a new phase with the introduction of FLAC instruments, a class of bank debt designed to strengthen the financial system and reduce the risk of taxpayer-funded bailouts. Lisa MacLeod and Stephen Naidoo unpack how these instruments work, why they are being introduced now, and what their arrival means for credit risk, pricing and portfolio construction in the years ahead.  Hosted on Acast. See acast.com/privacy for more information.