Sizakele Mbatha, Surety Manager at Aon South Africa In today's complex business landscape, ensuring trust and reliability is paramount. Whether a company is engaging in construction,...
Investment / Asset Management
Hidden GEMs: Five factors pointing to an emerging market rebound
Varun Laijawalla and Archie Hart, Co-Portfolio Managers of the Emerging Markets Equity Strategy at Ninety One Over recent years, the emerging market (EM) equity asset class seemed to...
JSE cannot maintain sustainable heights without renewed foreign investor sentiment
Jason Swartz, Portfolio Manager at Old Mutual Investment Group Outside of the last few weeks of heightened volatility, JSE-listed equities have been on a ‘tear’ recently as positive...
The first cut is the deepest
Izak Odendaal, Investment Strategist at Old Mutual Wealth It was a big week for South African investors, as the two most important central banks in their universe lowered policy...
US and SA interest rate decisions: a global and local economic outlook
Maarten Ackerman, Chief Economist and Advisory Partner at Citadel Following the recent announcements from the United States (US) Federal Reserve (Fed) and the South African Reserve...
What drives a market’s promotion to emerging market status?
Andrew Rymer, CFA, Senior Strategist, Strategic Research Unit at Schroders Emerging markets (EM) have seen ongoing change since the investment grouping became popularised in the late...
ESG: A Crucial Fixture in Modern Risk Management
Conway Williams, Head of Credit at Prescient Investment Management The importance of Environmental, Social, and Governance (ESG) considerations in investment management has been a...
Preparing your portfolio for a new interest rate environment
Ali Simpkins, Head: Proposition at Curate Much like a gardener anticipating the change of seasons, investors must prepare their portfolios for the coming changes in the global economic...
Investment Strategy for the Savings Pot – risk of prejudicial behaviour
Rob Southey, Head: Asset Consulting at Momentum Consultants and Actuaries The Two Pot system has been under way for almost a month now, and while there are a few administrators who...
Where should I invest – according to AI
The prompt to Perplexity AI was: As a South African investor, where should I invest when interest rates fall? As a South African investor, when interest rates fall, several investment...
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