Nicole Martens, Executive Director of Just Share The global fallout from the Iran war demonstrates once again that for investors, fossil fuels are not just another commodity exposure,...
Investment / Asset Management
Diversifying within South African private markets: The case for a multi-asset private markets allocation
Emile Hugo of Motswedi Economic Transformation Specialists and Independent Principal Officer In today’s uncertain South African economic environment - characterised by Rand volatility,...
New to investing? Here’s how to understand a fund fact sheet (MDD)
Duma Mxenge, Head of Business and Market Development at Satrix The 2025 Sanlam Financial Confidence Index shows that 55% of South Africans now set aside money for personal growth or...
Is there a cliff coming?
Asanda Notshe, Chief Investment Officer at Mazi Asset Management The South African labour market has experienced significant difficulties over the last 10 years. Often characterised as...
The risks markets are ignoring
Dave Foord, founder of Foord Asset Management Investors like clean theories. One of the neatest is that economics drives politics, and politics merely reacts. Real life is seldom that...
Unemployment – the slow poison
Marcus Rautenbach, Principal Investment Consultant at Simeka South Africa continues to confront one of its most entrenched socioeconomic challenges: unemployment. Despite...
The end of easy globalisation: A new era of constraint, competition and volatility
Sahil Mahtani, Director, Ninety One Investment Institute The era of “easy globalisation” is over. Investors and policymakers now face a more fragmented, volatile and politically...
Financial settlement, T+1 is not a race: Why Africa must prioritise readiness over speed
Sam Dahya, Head of Investor Services, Custody and Investment Administration, Standard Bank CIB The global move from a fluid trade settlement timeline (Time trade execution to...
Fragility and resilience
Izak Odendaal, Investment Strategist at Old Mutual Wealth The announcement of a brittle two-week ceasefire between the US and Iran last week brought relief, but fresh uncertainty...
Fragile truce built on deep fault lines
Bianca Botes, Director at Citadel Global Forty days of American and Israeli strikes on Iran came to a conditional halt on the night of 7 April, when United States (US) President,...
Filter Articles
