Lullu Krugel, Sustainability Platform Leader; Matt Muller, Climate and Nature Specialist; Dr Dayalan Govender, People & Organisation Leader at PWC Africa Globally, we find...
Storms and anchors
Izak Odendaal, Investment Strategist at Old Mutual Wealth It is a stormy world out there, literally and figuratively. As Hurricane Milton smashed into the Florida coast, it was a...
Five takeaways on the potential rewards and risks facing global equity investors
Simon Webber, Head of Global Equities, Schroders A soft landing for the US economy remains our central scenario and we expect equity markets to be well-supported in the medium term by...
Considerations when deciding to trade locally or offshore
Wendy Myers, Head of Securities at PSG Wealth Ray Dalio, the Chief Investment Officer of Bridgewater Associates, is quoted as saying “Diversifying well is the most important thing you...
Market Watch: A quarter of change
Charles de Kock, Portfolio Manager at Coronation Fund Managers Positive macro policy shifts The past quarter has been eventful for both global and domestic financial markets,...
Global Oil and gas markets could be severely disrupted as Middle east tensions escalate
Mark Lacey, Head of Thematic Equities at Schroders It is impossible to say whether the terrible conflict in the Middle East will deteriorate further, but recent articles and political...
The Africa value proposition – effective investing through sustainability
Naleni Govender, Managing Director at Enko Capital South Africa, Saad Sheikh, Partner & Co Head Private Debt, and Rachel Cochran, Chief Sustainability Officer at Enko Capital Management...
How AI can help us be greener
Paul Nixon, Head of Behavioural Finance at Momentum Investments On a recent trip to Los Angeles, where I presented the work that Momentum Investments is doing in using machine learning...
Adding Return and Lowering Risk with Private Assets
Duncan Lamont, Head of Strategic Research, Schroders Private assets bring a number of advantages to portfolios, from return enhancement, to income, to reduced risk, to diversification...
Storm clouds, silver linings
Izak Odendaal, Investment Strategist at Old Mutual Wealth Storm clouds are building over the Middle East as the long-feared escalation of the conflict there arrived in recent days. The...
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