Andrew Howard, Global Head of Sustainable Investments at Schroders Despite – in many ways because of – waning climate change ambition from governments, companies and investors –...
Investment / Asset Management
SARB likely to hold rates as caution remains the order of the day
Maarten Ackerman, Chief Economist at Citadel As South Africans await the South African Reserve Bank’s (SARB) upcoming interest rate decision, Citadel Chief Economist Maarten Ackerman...
Staying steady when markets feel uncertain
Roné Swanepoel, Head of Sales at Morningstar Investment Management South Africa Ken Griffin—founder of Citadel, a powerhouse in both active investing and market infrastructure—once...
The mirage of a May easing
Kyle Coertze, Investment Analyst at Cartesian Capital We believe the market has grown overly optimistic in pricing in two additional rate cuts this year. While rate expectations, as...
A month on from Liberation Day, what do investors know for certain?
Adriaan Pask, Chief Investment Officer at PSG Wealth More than a month on from Trump’s 'liberation day' tariffs, which caused shockwaves globally, the dust is settling, but analysts...
The how, when, where and why of Warren
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth The end of an era approaches. Warren Buffet, probably the greatest ever investor, will be retiring at the end of this...
Private markets present opportunities despite US policy uncertainty
Nils Rode, Chief Investment Officer, Schroders Capital Despite current challenges, our outlook for new private markets investments remains optimistic, although we are cognisant of...
The technosphere shift: What 2025 holds for the magnificent seven and how to prepare for the tech wave
Nishlen Govender, Portfolio Manager at Citadel When financial markets face serious turmoil, even the titans tremble. The past month has been a stark reminder of this truth, as global...
Capital market assumptions: A new investment reality takes shape
Dan Morgan, Multi-Asset analyst at Ninety One In Ninety One’s first Capital Market Assumptions paper of 2025, Multi-Asset analyst Dan Morgan assesses the long-term expected returns...
Hedge funds and chill: rethinking your portfolio
Wade Witbooi, Managing Director at Amplify Investment Partners Could hedge funds save the day in times of uncertainty? In a volatile market, where global policies can shift overnight...
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