Wim Murray, Portfolio Manager at Foord Asset Management While South Africa’s sluggish economic growth and persistent structural challenges continue to weigh on investor confidence,...
Investment / Asset Management
The long game wins
Siobhan Simpson, Head of SA Unit Trusts at Ninety One There’s an old adage that says investing is a marathon, not a sprint. Perhaps now more than ever, it deserves repeating. If...
SA GDP disappoints once again as the economy remains in a growth slump
Maarten Ackerman, Chief Economist and Advisory Partner at Citadel South Africa’s (SA) Q1 Gross Domestic Product (GDP) growth disappointed once again at 0.1%, although it outperformed...
Business pulse: Sentiment dips to 40, revealing broad weakness
Sanisha Packirisamy, Chief Economist at Momentum Investments You can read the full report here. ENDS
Listed property showing signs of recovery, but focus must shift to fundamentals
Siphesihle Zwane, Portfolio Manager at Allan Gray While South Africa’s listed property sector was once a powerful engine of wealth creation in the early 2000s, it has since become one...
Moving targets
Izak Odendaal, Investment Strategist at Old Mutual Wealth The curveballs keep coming. The ongoing uncertainty surrounding US President Donald Trump’s tariff policies was ratcheted up...
Art of the deal: Trump and the dollar
Kyle Hulett Co-Head: Investments at Sygnia Global markets showed signs of recovery in May, and the US dollar strengthened following announcements of key trade agreements. UK:...
Economies at a glance: May 2025
Sanisha Packirisamy, Chief Economist at Momentum Investments Sanisha Packirisamy, Chief Economist at Momentum Investments comments, "In our latest Economies at a Glance...
AI adoption: Why South African asset managers cannot afford to wait
Thando Noganta, Data Scientist (Fixed Income) at Matrix Fund Managers Differentiation, not imitation The fundamental key to unlocking AI’s powerful potential within the asset...
SARB vs. US Fed: The case for independent action
Albert Botha, Head of Fixed Income at Ashburton Investments This week’s South African Reserve Bank (SARB) meeting is arguably one of the most important in recent history. The...
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