Thys Louw, Emerging Market Fixed Income Portfolio Manager With a market cap of over US$1.4 trillion – similar in size to the c.US$1.2 trillion US high-yield market – comprising 50...
What global asset valuations tell us about investing in Q1 2024
Lynn Bolin, Head of Communications at M&G Investments Early in 2024, various measures of global asset valuations show there are real opportunities for investors across many...
Another pivotal budget
Izak Odendaal - Old Mutual Wealth Investment Strategist Almost every Budget Speech of the past decade has been called “pivotal”, “make or break” or something similar. And yet the great...
Rising noise levels in markets test investors
Johanna Kyrklund, Group Chief Investment Officer and Co-Head of Investment at Schroders In a volatile year, staying invested will matter as events could turn quickly. ...
How climate change & higher inflation have affected our 30-year return forecasts
Tina Fong - Strategist and Irene Lauro - Environmental Economist at Schroders Climate change and shifts in return forecasts underline how investors will need to work harder Each year...
We are what we measure – getting to grips with volatility
Justin Floor - Head of Equities and John Gilchrist - Co-CIO Investing, by its very nature, requires that managers to take on some form of risk. However, risk is a complex concept, and...
Listed property: Tailwinds on the horizon
Yusuf Mowlana, Portfolio Manager at M&G Investments After several difficult years, listed property is likely to benefit from favourable tailwinds in 2024 and beyond. These include...
27four Nebula Fund invests in healthtech opportunity, Kena Health
Tishanya Naidoo, principal of the 27four Nebula fund 27four Nebula Fund proudly announces their R10 million investment ($513 000) into Kena Health, a healthtech start-up. ...
Fewer own goals
Izak Odendaal - Old Mutual Wealth Investment Strategist It was a nail-biter, but in the end, Bafana Bafana lost the Afcon semi-final to Nigeria on penalties. It was South Africa’s best...
Equities crucial to grow retirement savings in excess of inflation
Adriaan Pask, Chief Investment Officer at PSG Wealth The rise in life expectancy poses a significant challenge for individuals planning for retirement, necessitating a shift in the...
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