Alexander Engelhard, Portfolio Manager, and Karl Engelhard, Portfolio Manager at Skybound Capital Private credit has entered the financial spotlight, often hailed as an emerging asset...
Investment / Asset Management
Sovereign debt dynamics: the alarming backdrop to rising geopolitical risk
David Rees, Head of Global Economics and Johanna Kyrklund Group Chief Investment Officer at Schroders Sovereign debt ratios have risen substantially across the world in recent decades,...
Three reasons for choosing active management in 2025
Philip Robotham, Head of Intermediary at Schroders, South Africa While passive investing is a cost-effective way to gain exposure to equity markets, it tends to work well in a calm,...
SA’s top banks face new competitive realities
Byron Jackson-Miller, Analyst at Foord Asset Management South African banks have delivered solid returns since the post-COVID lows. However, as economic growth remains weak, interest...
Tariffs, dollar weakness and where to find investment opportunities, according to Schroders experts: Schroders’ market outlook
David Rees, Head of Global Economics, Duncan Lamont, Head of Strategic Research and Remi Olu-Pitan, Global Head of Multi-Asset Growth and Income Strategy at Schroders According to...
Low-hanging fruit lies everywhere
Nancy Hossack, Portfolio Manager at Foord, & Frans Cronje, Political Economist at Frans Cronje Private Clients Portfolio manager Nancy Hossack recently hosted political economist...
Reading the ripples: What drives volatility and why it matters for investors
Bianca Botes, Foreign Exchange (FX) expert and Director at Citadel Global In the course of 2025, the financial markets saw sharp rises in volatility in response to events such as the...
Trust your swing
Daniel Malan, CFA, Founder, Managing Director & Chief Investment Officer at Perspective Investment Management Even if I had never played soccer, rugby, basketball, or golf, I can...
Winning the match, not just scoring points
Nico Katzke, Head of Portfolio Solutions, and Duma Mxenge, Head: Business & Market Development, from Satrix Looking past the labels The investment industry often simplifies...
The unstoppable dollar meets the immovable Mr Trump
Sahil Mahtani, Head of Macro Research at Ninety One Ninety One’s Investment Institute yesterday released the whitepaper, The Unstoppable Dollar Meets the Immovable Mr Trump, offering a...
Filter Articles
