Izak Odendaal, Investment Strategist at Old Mutual Wealth While 2025 is in full swing for most of us, 1.4 billion Chinese are only starting their new year this week. The country...
Investment / Asset Management
Tracking a sustainable world: The benefits of global ESG index investing
Bernisha Lala, Co-Portfolio Manager of the Old Mutual Global MSCI World ESG Feeder Fund With the amendment of Regulation 28 allowing for greater offshore allocation in pension funds,...
What will shape global and local investments in 2025?
Patrick Mathabeni, Senior Research and Investment Analyst at Glacier by Sanlam As we enter 2025, investors are faced with a complex and evolving economic landscape. Key global events,...
South Africa’s Financial Game-Changer: Goodbye Jibar, Hello Zaronia!
Dain Winsnes, Fixed Income Portfolio Manager and Quantitative Analyst at Matrix Fund Managers South African financial markets are undergoing a rare monumental shift with very few...
As global uncertainty rises, South Africa must ‘walk the talk’ to strengthen its economy
Mike van der Westhuizen, Portfolio Manager at Citadel While the notoriously unpredictable United States (US) President Donald Trump’s return to the White House may cause market and...
Why focusing on predictions is doomed to fail in 2025
Anet Ahern, Chief Executive Officer at PSG Asset Management Who would have thought that 2024 would turn out as it did? Despite the time and effort many put into making predictions...
Trump takes power: The outlook for global decarbonisation investing
Deirdre Cooper, Head of Sustainable Equity at Ninety One 2024, a mixed Year for Decarbonisation Investors The equity market, in general, has been extremely narrow, with...
Looking back on 2024, and looking forward to 2025
Sanisha Packirisamy, Economist at Momentum Investments Top 10 surprises of 2024 1. A hostile environment for incumbent parties In an era where voters often conflate...
The Home of the Brave
Izak Odendaal, Investment Strategist at Old Mutual Wealth Yesterday saw the swearing in of Donald Trump as the 47th US president. It is an odd American tradition that the inauguration...
US economy and markets: what’s the state of play as Trump takes office?
George Brown, Senior US Economist, David Rees, Senior Emerging Markets Economist, James Bilson, Fixed Income Strategist, Duncan Lamont, Head of Strategic Research, Bob Kaynor, Head of US...
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