Mark Davids, Head Investment Strategy and Distribution - MOTSWEDI Solving the Asset Allocators Conundrum Life of a subscale fund manager In any industry entrepreneurship is a lonely...
Infographic: How does private equity work?
By Philip Robotham, Head of Intermediary at Schroders, South Africa How does Private Equity work? Private equity (PE) firms buy unlisted companies with the aim to increase their value. After...
Does the exchange rate really matter when investing offshore for the longer term?
Many SA investors are obsessed with the exchange rate when making an offshore investment. Here’s why it’s less of a factor than you think. By Sangeeth Sewnath, Deputy Managing Director, and Paul...
How to think about SA Inc. – Why perspective matters
It can be extremely challenging for South Africans to distance themselves emotionally from debates around local investment. Protracted loadshedding continues to weigh on the economy, the South...
Are there opportunities for value investors in 2023?
Are there opportunities for value investors in 2023? Andrew Williams, Investment Director – Equity Value at Schroders The consumer sector looks ripe for the picking for value investors. We...
Why differentiated thinking is needed now more than ever
Asset Manager of the Year explains why differentiated thinking is needed now more than ever Anet Ahern, CEO at PSG Asset Management Winner of the coveted South African Manager of the Year at...
Finding investment opportunities amid SA’s energy crisis
Finding investment opportunities amid SA’s energy crisis Ross Biggs, Head of Equity, M&G Investments Loadshedding continues to negatively impact on South Africa’s already frail economy,...
Alexforbes appoints Deputy Chief Investment Officers
Alexforbes appoints Deputy Chief Investment Officers Lebo Thubisi, Deputy Chief Investment Officer, Ann Leepile, CEO and Senzo Langa, Deputy Chief Investment Officer at Alexforbes Investments...
Correlations and valuations – why both matter
Correlations and valuations – why both matter Anet Ahern, CEO at PSG Asset Management 2022 sparked unprecedented soul-searching within the investment community. Arguably, investment managers are...
Regime shift: The return of “fiscal activism”
Regime shift: The return of “fiscal activism” Tax and spend policies are back as governments attempt to ease the effects of higher inflation. Schroders expect more active fiscal policy to be just...
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