Marc Lindley, Product Specialist at Ninety One Generating returns ahead of inflation is crucial for sustainability of income in retirement. However, it is widely accepted that returns...
Investment / Asset Management
Altron: rewired for future growth
Mpendulo Ncongwane, Associate Analyst at Camissa Asset Management Following significant restructuring in recent years - moving away from manufacturing and spinning off Bytes Technology...
The deluge and the delusions
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth “If it keeps on raining, levee's going to break If it keeps on raining, the levee's going to break When the levee...
How much has Trump shaken up the equity market?
Nicholas de Clercq, Quantitative Analyst at Prescient Investment Management After initially reacting positively to Trump's election, the US equity market began to shift dramatically in...
Looking through the noise
John Gilchrist, Chief Investment Officer PSG Asset Management Whenever the market drops sharply, you can expect that the investment industry will tell investors to avoid making...
Trump’s tariffs are a game of snakes and ladders; long-term investors must remain calm
Johanna Kyrklund, Group Chief Investment Officer at Schroders We've had a dramatic start to the year - DeepSeek's disruption of the artificial intelligence (AI) narrative, a seismic...
Traversing the Trump tariff tornado
Herman van Papendorp, Head of Asset Allocation at Momentum Investments It would be an understatement to highlight that United States (US) President Trump’s foreign and trade policy...
The Trump tariffs: a wake-up call for South Africa’s green economy
Avesh Padayachee, CEO at Fibon Energy Last week’s announcement of a 30% reciprocal tariff on South African imports by the US sent shockwaves through global markets. Here at home, it’s...
Energy transition infrastructure: Three key areas of opportunity
Minal Patel, Global Head of Infrastructure, Schroders Capital, James Samworth, Co-head of Energy Transition, and Paul O'Donnell, Partner, both at Schroders Energy transition investment...
Alexforbes publishes 2024 Manager Watch Survey of Retirement Fund Investment Managers
Janina Slawski: Head - Investment Consulting at Alexforbes Alexforbes has released the December 2024 edition of its Manager Watch™ Survey of Retirement Funds Investment Managers,...
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