Haroon Bhorat Chair: Investment Committee at Sygnia While we wait for Budget 2025 to pass through Parliament – no longer a fait accompli in the Government of National Unity – it is...
Investment / Asset Management
Factor Fusion: Key elements for robust performance
Eugene Botha, Head: Research Hive at Momentum Investments In the latest edition of Mindfields, our research publication, we explore smart beta investing, a strategy that combines the...
Diversifying your portfolio beyond forex
Roger Eskinazi, Managing Partner at Tickmill Many traders fall into the trap of overtrading, chasing short-term gains without a structured strategy. On the other hand, some...
The evolution and opportunity in South Africa’s Private Credit market
Feedback from this year's SAVCA Private Equity Conference Since 2008, global private credit assets under management (AUM) have grown exponentially and are projected to reach $3...
Green jobs: The future of South Africa’s workforce and economic growth
Teboho Makhabane, Head of ESG and Impact, Sanlam Investments In the face of South Africa’s high unemployment rate – hovering around 34% – and the growing urgency to combat climate...
Covid, cars, costs and crises
Izak Odendaal, Investment Strategist at Old Mutual Wealth Perhaps we don’t want to remember, but amid today’s heightened uncertainty, it is easy to forget that five years ago, March...
Does the current geopolitical turmoil mean China is back?
David Rees, Head of Global Economics at Schroders The current pace and flux of geopolitics continues to disrupt markets - keeping investors across the globe on tenterhooks. The...
Can global equities provide benefits in any political or geopolitical environment?
Kondi Nkosi, South Africa country head for global investment manager Schroders The uncertainty created by political and geopolitical events does not diminish the opportunities that may...
Should South Africa be part of your diversified investment portfolio?
Thambo Mthwalo, Advisory Partner and Senior Equity Analyst at Citadel Despite persistent structural challenges and headline economic data, plenty of opportunities still exist for those...
From sentiment to strength: the resurgence of the South African consumer
Hannes van den Berg, head of SA Equity & Multi-Asset and Achumile Mashalaba, assistant portfolio manager at Ninety One South African equities have performed well over the past two...
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