Izak Odendaal - Old Mutual Wealth Investment Strategist There is a simple equation for happiness that not everyone quite grasps. Contentment is the difference between expectations and...
Investment / Asset Management
2024 – Once again electricity
JP Landman, Political Analyst This Political Research Note was prepared by JP Landman in his personal capacity. JP is an independent political and economic analyst and the opinions expressed...
Allianz Risk Barometer: Critical infrastructure blackouts top South Africa business risk for 2024
Petros Papanikolaou - Allianz Commercial CEO, Scott Sayce, Global Head of Cyber, Allianz Commercial, and Ludovic Subran, Chief Economist at Allianz Cyber incidents such as ransomware attacks,...
Alexforbes appoints Mpho Molopyane as Chief Economist
Ann Leepile, CEO of Alexforbes Investments Alexforbes is pleased to announce the appointment of Mpho Molopyane as chief economist, effective from 1 December 2023. Molopyane will be...
Four key areas for compliance in 2024
Richard Rattue, MD of Compli-Serve SA As is customary, I am sharing some key compliance tips for the year ahead. South Africa has witnessed a significant evolution in its regulatory...
Market and economic outlook – January 2024
Sanisha Packirisamy, Economist at Momentum Investments Momentum Investments released their Market and economic outlook - January 2024 , prepared by the Momentum Macro Research Team. ...
Schroders Emerging Market Lens Q1 2024: your guide to EM valuations
Andrew Rymer, CFA - Senior Strategist, Strategic Research Unit at Schroders 2023 was a bitter-sweet year for EM stocks. The MSCI Emerging Markets Index rebounded from a 20% decline in 2022,...
Multinational Insurance
Thuli Majodina, business unit head of Aon Global Client Network (AGCN) and regional controller for Sub-Sahara Africa Knowledge, processes and systems must be optimised for a complex task....
Offshore investing risks in 2024
Michael Moyle, Head of Multi-Asset at M&G Investments At M&G Investments, we don’t pretend to have a crystal ball to be able to forecast the future, instead building our portfolios...
What happens to waste in a circular economy?
Jack Dempsey, Fund Manager at Schroders and Paul Lamacraft, Head of Sustainability Private Equity at Schroders We believe investing in the circular economy offers a multi-decade structural...
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