Leon Greyling, COO at the ICTS Group of Companies When I was asked by my colleagues to write this column on the institutional investment performance surveys in South Africa, I thought...
Investment / Asset Management
Stuck in a low gear
Izak Odendaal, Investment Strategist, Old Mutual Wealth The term “the sick man of Europe” was first used to refer to the faltering Ottoman Empire in the mid-19th century, possibly by...
Gold is in a secular bull market and now is the time for gold stocks to shine
Shaun le Roux, Fund Manager at PSG Asset Management Gold is currently raking up all-time highs and drawing renewed attention. While trading at these levels (and the inevitable market...
Investing towards combatting climate change
Hamilton van Breda, Group Liaison Officer at M&G Investments Climate change is no longer a distant threat but an immediate and pressing challenge that affects every facet of our...
Time to explore a broader global opportunity set as traditional US credit market valuations reach new highs
Darpan Harar, Multi Asset Credit Portfolio Manager at Ninety One Against a backdrop of rallying sovereign bond markets, credit markets across the asset-class spectrum posted gains. The...
Narrowing the Gap: SA’s quest for fiscal balance
Albert Botha, Head of Fixed Income at Ashburton Investments Politicians everywhere are famously good at making promises - or making statements that sound suspiciously like commitments....
What does a sustainable investment look like?
Roger Eskinazi, Managing Partner at Tickmill This October, South Africa is expected to experience a heightened focus on sustainability. Sustainability Week Africa, held from 24–25...
South Africa’s consumer price inflation eased further to 3.8% in September 2024
Mpho Molopyane, Chief Economist at Alexforbes Investments Key highlights Headline consumer price inflation dipped further in below the mid-point of the inflation target, as it...
Taxes, trade and tech: why the US election matters for SA investors
Rashaad Tayob, Macro Strategist and Portfolio Manager, and Brian Arcese, Global Fund Manager, at Foord As the race for the White House continues – with the US presidential elections...
Global investors look through election uncertainties to double down on global equities and private equity
Malcolm Melville, Fund Manager, Energy, and David Rees, Senior Emerging Markets Economist, at Schroders Global investors are looking through the short-term noise created by this year’s...
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