Johanna Kyrklund, Group Chief Investment Officer at Schroders As we head into 2026 there is a lot of concern about equity market valuations. Comparisons are being drawn with the dotcom...
Investment / Asset Management
The hidden risks of hugging an index
Kevin Cousins, Head of Research, PSG Asset Management Indexation and passive investments have become extremely popular over the past few decades. In theory, these strategies offer...
2026 Economic Outlook: What will move markets next year?
Sanisha Packirisamy, Chief Economist at Momentum Investments Momentum's full infographic here. ENDS
Can equity markets continue their strong run?
Shaun le Roux and Mikhail Motala Fund Managers at PSG Asset Management Equity markets have continued to power ahead in 2025 despite macro uncertainty and the reshaping of the global...
What’s shaping portfolios in 2026?
Rashaad Tayob, Portfolio Manager; JC Xue, Portfolio Manager; Ishreth Hassen, Portfolio Manager; Nick Balkin, Chief Investment Officer; Foord Asset Management Markets have spent much of...
The Secret Seven: Emerging market firms powering the next wave of AI infrastructure
Archie Hart, Co-Portfolio Manager, Emerging Markets Equity; and Varun Laijawalla, Co-Portfolio Manager, Emerging Markets Equity; at Ninety One The scale of the global artificial...
The end of the lost decade
Izak Odendaal, Investment Strategist at Old Mutual Wealth Several countries have used the term “lost decade” to describe periods of stagnation – Britain in the 1970s, Latin America in...
Unpacking absolute return: is this the most misunderstood strategy in today’s market?
Thato Moitsemang, Portfolio Manager at Glacier Invest Absolute return strategies are designed to deliver consistent outcomes by reshaping the distribution of returns. Their value lies...
Big business should look to itself before blaming online gambling for social ills
Tracey Davies, Director at Just Share Pick n Pay CEO Sean Summers’s opinion piece in the Daily Maverick last month calling for the banning of advertising for online gambling added to...
Ready, set, switch: Executing your JIBAR exit
Deborah Carmichael, Executive: Banking and Finance; Azariah Alexander, Associate: Banking and Finance; and Katleho Ntahale, Associate: Banking and Finance, at ENS The long-awaited...
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