Thando Noganta, Data Scientist at Matrix Fund Managers In this article I explain how the shift from defined-benefit to defined-contribution pension funds is accelerating demand for...
Investment / Asset Management
Can portable alpha play a role in pension fund investment strategies?
Jason Becker, Head: Institutional Asset Consulting at Adviceworx As investors continue to search for investment returns from alternative sources, Portable Alpha strategies could be a...
The Fed’s risk-management pivot: A green light for equities
Alex Holroyd-Jones, portfolio manager and Rebecca Phillips, analyst, at Ninety One The Fed has flipped into risk-management mode, a subtle shift in language that carries major consequences...
Global sector rotation highlights the importance of diversification
Sean Neethling, Head of Investments at Morningstar Global diversification continues to pay off for investors with several of our overweight equity positions – Korea, China, Japan and...
Extended US shutdown clouds outlook, raises policy uncertainty
Adriaan Pask, Chief Investment Officer at PSG Wealth US stocks pulled back from record highs on Tuesday as the prolonged government shutdown dampened optimism over AI-driven growth....
Economic commentary from Simeka
Marcus Rautenbach, Principal Investment Consultant at Simeka The economy Developments in the economy and financial markets were mostly positive in Q3 2025. The prices of...
Why gold stocks can shine on
George Cheveley, Global Gold portfolio manager at Ninety One The shares of gold miners have been very strong over the past 18 months. But after talking with gold companies at this...
The merits of patient investing in a high-speed age
Frank Thormann, Portfolio Manager, Global Equities at Schroders For many equity investors today, proven traditional strategies, like focusing on the long term, may seem quaint. There...
The ‘safe’ portfolio just got risky
Duane Cable, SA Head of Quality, and Sumesh Chetty, Portfolio Manager, Ninety One For more than a decade, South Africa’s unusually high real yields have offered conservative investors...
Get rich or get wiped out
Daniel Malan, CFA, Founder, Managing Director & Chief Investment Officer of Perspective Investment Management Last week, the Wall Street Journal published an article headlined “Get...
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