Izak Odendaal, Investment Strategist, Old Mutual Wealth On Tuesday last week, American astronomers announced that a sizeable asteroid named 2024 YR4 has a 3% chance of colliding with...
Investment / Asset Management
Retiring Japan’s widowmaker
Raihan Allie, Fixed Income Portfolio Manager at Truffle Asset Management For nearly half a century, Japan’s bond market has been a graveyard for contrarian investors. The so-called...
A look at the inflation basket for 2025
Rob Southey, Head of Asset Consulting, Momentum Consultants & Actuaries From the beginning of 2025 the basket of goods that is used to determine inflation in South Africa changed....
Trump’s key economic policies will be milder than those promised on the campaign trail despite the noise, say Schroders experts
David Rees Head of Global Economics; George Brown Senior Economist; Tina Fong Strategist; Irene Lauro Environmental Economist; at Schroders The first 100 days of the Trump presidency...
What you need to know about AMETFs transparency
Niki Giles, Head of Strategy at Prescient Fund Services Actively managed exchange-traded funds (AMETFs) are gaining traction as South African investors seek more dynamic and...
JSE’s reforms reshape South African capital markets for future growth
André de Lange, Director of Corporate & Commercial at Cliffe Dekker Hofmeyr (CDH) and Logan Hufkie, Director at PSG Capital Recent progress made at the Johannesburg Stock Exchange...
How the emergence of new investors creates opportunities for active to outperform
Andrew Rymer, CFA, Senior Strategist, Strategic Research Unit, Jon Exley, Head of Specialist Solutions, and Duncan Lamont, CFA, Head of Strategic Research, at Schroders The most...
Fiscal follies and phoenixes
Izak Odendaal, Investment Strategist, Old Mutual Wealth This year’s Budget Speech takes place in a temporary dome erected in a Cape Town parking lot. The traditional venue, Parliament,...
South Africans, prepare for tighter budgets: What to expect from the 2025 Budget Speech
Rynhardt de Lange, Director and Head of Legal at Milaw Legal As Finance Minister Enoch Godongwana prepares to deliver the much-anticipated 2025 Budget Speech, South Africans are...
Trading strategies to navigate volatile markets in 2025
Roger Eskinazi, Managing Partner at Tickmill Traders around the world have braced for volatility following President Trump’s aggressive new tariffs on Mexico, Canada and China. Canada...
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