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Unpacking absolute return: is this the most misunderstood strategy in today’s market?
Thato Moitsemang, Portfolio Manager at Glacier Invest Absolute return strategies are designed to deliver consistent outcomes by reshaping the distribution of returns. Their value lies...
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Empowering SA leaders of tomorrow through pension fund beneficiary trust provisions today
Danie Hattingh, Principal Officer of the BIBC How the Western Cape’s Building Industry Bargaining Council’s pension fund is ensuring that minor children of builders today can get the...
Investing in a world with a shrinking stock market
Navin Lala, Client Director at Old Mutual Alternative Investments The supply of stocks the world over, and in SA, is shrinking. This requires institutional investors to think...
Election 2024: How to maintain perspective
Marise Bester, investment specialist at Allan Gray We cannot control, or predict, when the market will move up and down, so trying to perfectly time an entry and exit from the...
Sunspots and cycles
Izak Odendaal - Old Mutual Wealth Investment Strategist Amid the hustle and bustle of daily life, it is easy to forget how small we are. It would take 1.3 million Earths to fill up the...
The two pots have now reached boiling point, but, there are still ‘pot-holes’ that require attention
Deirdre Phillips, Partner, Bowmans Following extensive consultation and engagement, the Revenue Laws Amendment Bill, 2023 has been passed by both houses of Parliament and now...
The year of the ballot
Nicolas Jaquier, Mark Evans, and Roger Mark of Ninety One In 2024, eight of the world’s 10 most populous nations - the US, India, Brazil, Indonesia, Bangladesh, Mexico, Pakistan, and...
Structurally higher inflation poses increasing threat to investors, shows Old Mutual Investment Group report
Graham Tucker, Portfolio Manager Old Mutual Investment Group With inflation expected to be structurally higher over the next few decades, relative to the average inflation observed in...
Leveraging GenAI for Efficiency: A Boon or Bane for Legal Workflows?
Ruth Gondwe, a manager at Webber Wentzel Fusion Ruth Gondwe, a manager at Webber Wentzel Fusion recently had a conversation with an attorney about his use of technology, which...
2024: The Year of Elections and the Potential for Civil Unrest
Danie Locke, Senior Risk Consultant and Nicolene Olivier, Global Risk Consultant at Aon South Africa South Africa joins over 60 countries that will head to the polls in 2024, with...
What’s behind India’s post-Covid outperformance, and is it set to continue?
Nicholas Field, Global Emerging Market Equity Strategist at Schroders Indian equities have delivered blockbuster returns since the end of 2020 amid superior earnings growth. Nicholas...
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