Rentia van Tonder, Head of Power at Standard Bank Corporate and Investment South Africa's energy transition is entering a critical phase, according to the latest Energy Market...
Investment / Asset Management
The madness and the mundane
Izak Odendaal, Investment Strategist at Old Mutual Wealth The most overused word of the year, “uncertainty,” is being put to work again. The conflict between Israel and Iran has now...
China’s misunderstood advantage is key to unlocking value in a low-growth world
Jing Cong (JC) Xue, Portfolio Manager at Foord Asset Management Against a backdrop of slowing global growth and ongoing geopolitical uncertainty, investors continue to overlook one of...
Global investors turn to active management amid heightened geopolitical volatility: Schroders Global Investor Insights Survey
Johanna Kyrklund, Group Chief Investment Officer at Schroders International investors are increasingly turning to active management to strengthen portfolio resilience and capture...
Proxy voting and shareholder activism
Leon Greyling, COO of Motswedi Economic Transformation Specialists Proxy voting and shareholder activism are critical tools for influencing corporate governance, enabling shareholders...
Economists share their views on the impact of the escalating Middle East conflict
Sanisha Packirisamy, Chief Economist at Momentum Investments, and Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth From Sanisha The intensifying sectarian...
Israel-Iran conflict: market outcomes and impact on inflation
George Brown, Senior Economist at Schroders Oil prices are volatile as the Iran-Israel conflict continues. Will higher energy prices persist, and could they be inflationary? ...
Balancing active and passive: New research reveals key trends for investors
Michael Dodd, Senior Fund Analyst at Morningstar Investment Management SA Morningstar Investment Management South Africa has released its first Active/Passive Barometer for the local...
Market signals matter more than noise: Rand rises amid global policy shifts and investor confidence
Bianca Botes, Director at Citadel Global While headlines have been dominated by geopolitical drama and celebrity spats, investors and currency markets are focusing squarely on what...
How geopolitics could make or break South Africa’s ESG future
Sanisha Packirisamy, Chief Economist at Momentum Investments The 2008 global financial crisis weakened Western economic dominance, paving the way for rising powers like China and...
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