Meluleki Nzimande, Partner & Chandni Gopal, Partner from Webber Wentzel Next month’s African Growth and Opportunity Act (Agoa) Forum in South Africa will discuss renewals, exports, new...
Investment / Asset Management
Central Banks: Flying in the face of the obvious
Russell Silberston, Strategist at Ninety One Ninety One strategist Russell Silberston discusses the upcoming Monetary Policy meetings by the Federal Reserve, European Central Bank and Bank of...
China’s recovery may be bumpy, but the focus should be on long-term growth drivers
Wenchang Ma, 4Factor Portfolio Manager, Ninety One China’s economic recovery may be uneven, but we would argue that investors should bring their attention back to the country’s long-term...
Growth assets are the key to protecting retirement outcomes from high inflation
Marvin Nair - Head of Smoothed Bonus Products at Old Mutual As rates breach SARB’s upper limit, investors must ensure diverse and robust strategies to drive growth over the long term, says...
Constraining demand with higher interest rates, is not the only way to lower inflation
Adriaan Pask, Chief Investment Officer at PSG Wealth Monetary policy, or more specifically the way reserve banks and policy makers manage interest rates, is the default mechanism for...
Is the global goods cycle about to turn?
David Rees, Senior Emerging Markets Economist at Schroders An upturn in the global goods cycle has historically been a positive catalyst for some downtrodden markets such as EM equities and...
Credit Chronicle: A welcome rally but beware over enthusiasm
Darpan Harar, Multi Asset Credit Portfolio Manager, Ninety One A strong quarter means high-yield markets are now pricing a fairly benign economic outlook, but with a more testing environment...
AI revolution: who’s profiting now from generative AI?
Michael White, Global Sector Specialist, Public Equities at Schroders What is AI and why has interest in it taken off now? Jonathan McMullan, Global Sector Specialist, Public Equities:...
Silver Linings Playbook
Izak Odendaal - Old Mutual Wealth Investment Strategist A mystery explosion caused death and mayhem in the Johannesburg CBD last week, and much head-scratching. However, it was otherwise...
Learning the right lessons from inflation history
Kevin Cousins, Head of Research at PSG Asset Management The last time developed countries experienced inflation rates as high as recent levels, was 40 years ago at the end of the ‘Great...
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