Preanka Naidoo, Portfolio Manager at Sanlam Investments Multi-Manager Environmental, Social, and Governance (ESG) factors play a crucial role in Absolute Return funds, which employ an...
Investment / Asset Management
AI is the adviser’s best friend: Time to embrace the inevitable
Paul Nixon, Head of Behavioural Finance at Momentum Investments Group We’ve seen firsthand how the financial advice landscape is being transformed by the rise of Artificial...
The Investing Games
Izak Odendaal, Investment Strategist at Old Mutual Wealth The recently concluded Olympics and especially the Paralympics were true testaments to the power of the human spirit. After...
Outlook – US Interest rate cuts on the horizon
Iain Anderson, Co-Head: Investments at Sygnia We are approaching a major regime change: the start of US interest rate cuts. BCA Research indicates that the US bond market is likely to...
How should investors allocate to Chinese equities?
Kirsty McLaren, Investment Director, Emerging Market Equities at Schroders The debate around how investors should allocate to China has grown in recent years. Should they continue to...
Business pulse: Firms are cautiously optimistic
Sanisha Packirisamy, Economist at Momentum Investments Group • Business sentiment improved by a marginal three points to 38 in the third quarter of 2024 according to the Rand Merchant...
Growth up 0.4% q/q in Q2 2024 buoyed by consumption
Sanisha Packirisamy, Economist at Momentum Investments As reported by Statistics South Africa (Stats SA), seasonally adjusted (sa) real gross domestic product (GDP) lifted by 0.4%...
Can the two-pot retirement system increase GDP?
Prof Haroon Bhorat, Chair: Investment Committee at Sygnia The core aim of a well-designed public and private pension fund system is to mitigate against income loss at retirement, using...
Millennials and Gen Z are shaping the future of investing
Siyabulela Nomoyi, Quantitative Portfolio Manager at Satrix* Satrix’s data shows that in 2022 and 2023, 57% of inflows to the SatrixNOW platform came from account holders under 40 (as...
Balancing the promise and perils of AI
Clyde Rossouw, Head of Quality at Ninety One Moving at warp speed AI – or machine learning – is not new. Humans have been automating work for nearly 300 years, with the industrial...
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