George Cheveley, Co-Portfolio Manager at Ninety One 2024 was relatively quieter for resource markets compared to the volatility of previous years. Concerns over Chinese growth weighed...
Investment / Asset Management
Looking ahead to 2025: Key considerations for SA investors
Sandile Malinga, CIO Multi-Asset at M&G Investments As we look ahead to 2025, South African investors are naturally faced with a rapidly evolving global and domestic investment...
Global real estate is back in vogue
Tom Walker, Co-Head Global Listed Real Assets at Schroders In 2024 strong global real estate fundamentals generated positive returns of approximately 5%. While this may seem an obvious...
Beware the Fat Man
Simon Fillmore, Chief Investment Officer at Independent Securities The other day, I walked into a presentation with a client who, upon seeing the title of our discussion, commented,...
2025 Outlook: Quality earnings are more predictable than the market
Clyde Rossouw, Head of Quality at Ninety One Global equity market performance in 2024 There wasn’t much evidence of the market broadening out in 2024, with the Magnificent Seven...
Quarterly markets review – Q4 2024
Philip Robotham, Head of SA Wealth, Client Group at Schroders A look back at markets in Q4 when US shares advanced following Donald’s Trump’s victory in the Presidential election, but...
The Roger Federer mindset – small wins can add up to long-term success
Shelley Hartman, Sales Associate, Morningstar Investment Management Roger Federer’s recent commencement address at Dartmouth University offered a powerful lesson that extends far...
The clarity of hindsight
Izak Odendaal, Investment Strategist at Old Mutual Wealth Every December, veteran financial journalist John Authers writes about a fictional investment manager, Hindsight Capital LLC,...
Energy transition and private markets driving continued appetite for impact
Catherine Macaulay, Impact Investment Lead, and Anne Dardelet, Sustainability and Impact Investment Lead, at Schroders Despite apparent political headwinds and an oft-cited ESG...
Municipal infrastructure: A complex landscape with emerging opportunities
Alastair Herbertson, Infrastructure Specialist, and Reabetswe Kungwane, Investment Specialist, at Ninety One South Africa’s urban centres, which remain critical drivers of economic...
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