Sumayya Davenhill, Head of Marketing, M&G Investments As we observe Mothers’ Day this coming weekend, it's important to recognise the major influence that mothers have in helping us form...
Asset Manager Survey Listed Investments – March 2023
Mark Davids, Head Investment Strategy and Distribution - MOTSWEDI Is the slow pace of legislation the reason for cynicism around BEE status? A grouping of the South African asset...
More banks and central banks
Izak Odendaal - Old Mutual Wealth Investment Strategist It is May, but it feels a bit like March again. US banks are teetering, the Federal Reserve and European Central Bank (ECB) are hiking...
Bank stability Q&A: One month on from turmoil, what next?
Justin Bisseker, Kevin Murphy and Grant Toch - Schroders banking sector experts As more details emerge of the pace of withdrawals that triggered crises for Silicon Valley Bank and Credit...
Is risk a reason to avoid investing?
John Gilchrist, Co-Chief Investment Officer at PSG Asset Management Investors often express the desire to avoid ‘risk’ – most often when market conditions become volatile and the outlook is...
Is the 60/40 portfolio dead?
Michael Devereux, Multi Asset Portfolio Manager at Schroders The idea behind the 60/40 portfolio, which is made up of 60% equities and 40% bonds, relies on the negative correlation between...
The FED rate hikes take their toll on banks
Rashaad Tayob, Portfolio Manager at Foord Asset Management After the most aggressive rate hiking cycle by the US Federal Reserve in 50 years, cracks are now beginning to appear in the global...
Alexforbes leads the way in responsible investing with most encompassing Stewardship Report in South Africa
Ann Leepile, CEO Investments at Alexforbes South Africa’s largest multi-manager, Alexforbes Investments, has released its inaugural Stewardship Report for 2023. The report uncovers key...
Too much global exposure can hurt your retirement
Dr. Francois Stofberg, Senior Economist and Managing Director of Efficient Private Clients Until the early 2010s, South African investors had a strong bias towards investing in local markets....
Pension funds hold the key to unlocking SA’s trillion rand infrastructure investment opportunity
Vuyo Ntoi, Co-Managing Director of African Infrastructure Investment Managers (AIIM) The South African investment community and pension funds, in particular, are sitting on the cusp of an...
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