On Saturday, 1 February 2025, President Donald Trump dramatically reshaped the global trade landscape, sending markets worldwide into a tailspin. In one move, he imposed a 25% tariff on...
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Rethinking tactical asset allocation – the search for real returns leads to money market funds in 2025
Kyle Coertze, Investment Analyst at Cartesian Capital South Africa begins 2025 with the widest gap between the Repo rate and headline inflation in more than 20 years, currently at...
DeepSeek disruption highlights need for resilient portfolios
Paddy Flood, Portfolio Manager and Global Sector Specialist, Technology; Simon Webber, Head of Global Equities; Johanna Kyrklund, Group Chief Investment Officer; at Schroders Stock...
The Expropriation Act and its impact on investments
Fiona Rollason: Group Head, Legal and Group Insurance, and Mpho Molopyane: Chief Economist, at Alexforbes President Cyril Ramaphosa has signed the Expropriation Bill into law, now...
Think you’ll retire at 65? 80 is SA’s real retirement age
Kanyisa Mkhize, CEO of Sanlam Corporate Most of us think we’ll retire at 65. However, the reality is quite different. According to Sanlam Corporate’s internal member data, South...
Misaligned incentives and global disparities in climate action
Dr Chris Blair, CEO of 21st Century “In this article, we take a deep dive into one ESG dimension: climate. What metrics are companies using to measure their progress on climate...
Don’t overlook ETFs as part of your retirement planning
Duma Mxenge, Head of Business and Market Development at Satrix* Could exchange traded funds be South Africa’s next big retirement trend? As people plan for retirement, exchange traded...
Chinese New Year: Navigating the Year of the Snake
Wenchang Ma, China Equites Portfolio Manager, and Alan Siow, Co-Head of Emerging Market Corporate Debt, at Ninety One Looking back at 2024, Chinese government bonds delivered strong...
New Year, Same Problems?
Izak Odendaal, Investment Strategist at Old Mutual Wealth While 2025 is in full swing for most of us, 1.4 billion Chinese are only starting their new year this week. The country...
Tracking a sustainable world: The benefits of global ESG index investing
Bernisha Lala, Co-Portfolio Manager of the Old Mutual Global MSCI World ESG Feeder Fund With the amendment of Regulation 28 allowing for greater offshore allocation in pension funds,...
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