Sahil Mahtani, Strategist at Ninety One Throughout history, inflationary episodes have been rare. It has therefore been difficult for investors and policy makers to draw parallels of today’s...
The tide is turning, especially for the hopeful remnant
Dr. Francois Stofberg, Senior Economist at Efficient Wealth and Managing Director of Efficient Private Clients It has been a tough year for South Africans. In fact, we have been having tough...
Fake transformation in asset management…true or not?
Mark Davids, Managing Director - MOTSWEDI Motswedi have recently won a prestigious award from ABSIP (Association of Black Securities and Investment Professionals) as the most transformed...
Consumer pulse: Consumers face mounting financial pressures
Herman van Papendorp, Tshiamo Masike, and Sanisha Packirisamy of Momentum Investments Momentum Investments have released their report based on Consumer pulse: Consumers face mounting...
A crisis of global integration
Sahil Mahtani, Strategist at Ninety One Even before war broke out in the Middle East, it was easy enough to make analogies to the 1970s. Inflation was running at a multi-decade high,...
In search of well-rounded investment capability
Dirk Jooste, Fund Manager at PSG Asset Management The waters investors have had to navigate over the past three years have been exceptionally choppy. Since 2020, we have seen a brutal market...
The New New normal
Izak Odendaal - Old Mutual Wealth Investment Strategist It has become trite to call the world is a very uncertain place. There are always unknowns, because the economic and political future...
Diversify, diversify, diversify: how to build a resilient portfolio based on the leading mantra of the investment world
Wendy Myers, Head of Securities at PSG Wealth Diversification is one of the investment world’s most long-standing watchwords – and for good reason. As a risk mitigation strategy,...
Financial market outlook for 2024: Rate reversal rejoice?
Herman van Papendorp, Head of Investment Research & Asset Allocation and Sanisha Packirisamy, Economist at Momentum Investments Momentum Investments have released their Financial market...
Sanlam Investments announces R46 million funding for Alien Fuel Group
Pawan Singh, Portfolio Manager at Sanlam Investments Sanlam Investments, one of South Africa’s largest black-owned asset managers in South Africa, reaffirms its commitment to sustainable...
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