Marie Antelme, Economist, Coronation Fund Managers The African National Congress (ANC) was expected to lose support in South Africa (SA)’s elections on 29 May. But a decline from 57%...
Investment / Asset Management
Successful exits on the horizon for Africa’s VC sector
Tshepiso Kobile, CEO of SAVCA Plagued by political challenges, sluggish growth, and reduced access to funding, 2023 was an incredibly challenging year for Africa’s venture capital (VC)...
Aligning ESG Measures within Industry: A Comparative Study from Retail, Finance, and Mining in South Africa
Dr Chris Blair, CEO of 21st Century “In today's corporate landscape, Environmental, Social, and Governance (ESG) factors have become crucial indicators of a company's long-term...
Of Hawks and Hippos
Izak Odendaal, Investment Strategist at Old Mutual Wealth The unexpected recent passing of former Reserve Bank Governor and Finance Minister Tito Mboweni robbed South Africa of one of...
China: stimulus arrives… more needed
David Rees, Senior Emerging Markets Economist at Schroders Beijing’s pain threshold for the deflationary slump in China’s economy has finally been reached and onshore equities rallied...
Unlocking returns: why invest in South African infrastructure?
Nathaniel Micklem, Co-Head of Emerging Market Alternative Credit and Vivienne Taberer, Investment Director, at Ninety One Dedicated infrastructure investing is a relatively new concept...
ESG and South African Pension Funds: A Trustee’s Guide
John Taylor, Lead Specialist: Business Development at YALA Consultants and Actuaries As a pension fund trustee in South Africa, you're navigating a complex landscape where...
Monetary Policy Review: Cautious global rate cutting cycle
Sanisha Packirisamy, Chief Economist at Momentum Investments Group Highlights: Global central banks have increased the momentum behind interest rate cuts since the April 2024...
China takes major steps to bolster economy
Stephen Kam, Head of Product, Asia Pacific at Schroders On the heels of disappointing data that suggested China might be at risk of not meeting its target economic growth of 5% for...
Market Observations: Q3 2024
Alet Fick, Senior Multi-Asset Analyst at M&G Investments Market overview The third quarter of 2024 (Q3) witnessed notable fluctuations in global financial markets, driven by...
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