Sanisha Packirisamy, Chief Economist at Momentum Investments South Africa's Integrated Resource Plan (IRP) 2025, gazetted on 24 October, outlines a R2.23 trillion state-led investment...
Investment / Asset Management
Private markets for pension funds: Getting started
Navin Lala, Client Director at Old Mutual Alternative Investments South African retirement funds are increasingly exploring ways on how to improve member outcomes by accessing higher...
China and emerging markets: A turning point for investors
Wenchang Ma, China Equities Portfolio Manager at Ninety One Institutional investors and asset allocators are no strangers to diversification. Yet portfolios remain heavily weighted...
South Africa’s largest asset managers failing to protect retirement savings from climate and social risks
Just Share Asset Manager Responsible Investment Benchmark 2025 The Just Share Asset Manager Responsible Investment Benchmark 2025 assesses 20 of South Africa's largest asset...
Five myths about China investors need to rethink
Julie Macleod-Henderson, Head of Retail Investments at Foord Asset Management Many investors continue to view China through an outdated lens – as an imitator rather than an innovator,...
A delayed budget amid shifting global tides: What to expect from the MTBPS
Maarten Ackerman, Chief Economist at Citadel As South Africa (SA) prepares for the delayed release of the 2025 Medium-Term Budget Policy Statement (MTBPS), it is clear that this year’s...
Gold glimmers, equities shine: the best way to benefit and access returns from the appreciation in the gold price
Leon Michaelides, Portfolio Manager at Matrix Fund Managers With gold trading near record highs – for all the macroeconomic, geopolitical, and monetary reasons we explored in earlier...
Where South Africa’s next returns are being built
Navin Lala, Client Director at Old Mutual Alternative Investments The fundamental needs of investors have always been anchored around maximising returns while managing risk. Market...
SA delisted: What comes next?
Lenee Green, Lerato Lamola and Michael Denega, partners, Webber Wentzel The Financial Action Task Force's (FATF) confirmed at its Plenary held during the week of 20 – 24 October 2025...
Foreign exchange and financial stability: Why South Africa’s delisting from FATF’s greylist is a strategic imperative
Bianca Botes, Director at Citadel Global South Africa's (SA’s) anticipated delisting from the Financial Action Task Force (FATF) greylist represents a key milestone in the country's...
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