Clyde Rossouw, Head of Quality at Ninety One The market is currently dominated by a small group of well-resourced tech players: the Magnificent Seven and the companies that feed their...
Investment / Asset Management
Market and economic outlook – July 2024
Sanisha Packirisamy, Economist at Momentum Investments Markets For South African (SA) investors, our preference remains biased towards domestic asset classes over global...
What does a landslide Labour UK election win mean for the economy and markets?
Azad Zangana, Senior European Economist and Strategist at Schroders The UK is going through its biggest political change since Brexit, as the general election results suggest that the...
Passively changing the status quo
Mark Davids, Managing Director at Motswedi Economic Transformation Specialists The South African asset management and investment consulting industry displays high levels of...
Two-Pot Retirement System: An Investment Perspective
Hamilton van Breda, Head of Retail Sales at M&G Investments Firstly, let’s look at the background and context of these changes. The objective of the retirement fund industry is to...
What should investors make of this year’s emerging market election results?
Andrew Rymer, Senior Strategist, Strategic Research Unit at Schroders Late May and early June saw a pick-up in market volatility in several emerging markets (EM) in the wake of key...
Beyond the spread: A quick guide to the hidden costs of Forex trading
Roger Eskinazi, Managing Partner at Tickmill Forex trading comes with its fair share of profit opportunities, but it also comes with several costs. Understanding what these costs are –...
Responsible Investing: A Fixed Income Perspective
Angelique Kalam, Head of Sustainable Investment Practices at Futuregrowth As a fixed income manager, we have an important role to ensure that our clients’ capital is deployed in a...
Is it time to reconsider investing in China?
Philipp Wörz, Fund Manager at PSG Asset Management There has been a lot of noise emanating from China over the past year. Slowing economic growth, fears around property values,...
Midpoint musings
Izak Odendaal, Investment Strategist at Old Mutual Wealth At the midpoint of an eventful year, what does the investment landscape look like? Though there will always be some areas of...
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