Boland Lithebe, Security Lead for Accenture, Africa Artificial intelligence has become one of the most transformative forces shaping business today. From banks rolling out AI-driven fraud...
The Good, the Bad, and Concentration Nation
Jarred Breen, Research Analyst, Christos Zisis, Research Analyst, and Christopher Brownlee, Head of Research, at High Street Asset Management The Good: Buffett's Bargain Few...
The shrinking upside in the dollar story
Sahil Mahtani, Head of Macro Research, Ninety One Ninety One has published the latest in its research series examining the strategic implications of shifting macro dynamics for the US...
Retiring at 80? Investment strategies in an age of living longer
Solly Tsie, Head of Investment Strategy, Sanlam Corporate Investments When I first heard that the real average retirement age in South Africa is 80, I wasn’t surprised. Most members...
Are your clients taking enough equity risk, and taking risk in the right places?
Shaun le Roux, Fund Manager at PSG Asset Management The JSE’s strong performance over the past five years has been at odds with general investor expectations With much fanfare,...
What the two-pot system has taught us about the realities of savings
Stanley Gabriel, Executive Head of Momentum Savings Financial services companies braced for a surge in withdrawals from individuals seeking financial relief when the two-pot retirement...
Getting financial advice practices COFI-Ready
Lizl Budhram, Head of Advice at Old Mutual Personal Finance The soon-to-be-enacted Conduct of Financial Institutions (COFI) Bill is the next step in South Africa’s outcomes-based,...
Investment experts flip the scrip
Nathalie Burrows, Editor at EBnet This year’s CFA Conference in Cape Town blended an excellent agenda of content with great opportunities for connecting with industry friends and...
How emerging markets are rewriting the volatility playbook
Archie Hart and Varun Laijawalla, Emerging market equities portfolio managers, at Ninety One Earlier this year, we highlighted the shift in volatility regime in debt markets –...
Trump vs The Federal Reserve’s independence
Bianca Botes, Director at Citadel Global United States (US) President, Donald Trump's second term has been marked by an aggressive campaign to reshape the US Federal Reserve’s (Fed’s)...
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