Kingsley Williams - Chief Investment Officer at Satrix The Satrix Balanced Index Fund (with assets under management of R9.5 billion) has just turned ten. Over this decade, the fund’s...
Investment / Asset Management
The cycle is turning
Izak Odendaal - Old Mutual Wealth Investment Strategist The great global post-Covid interest rate hiking cycle is ending. Nothing is ever certain, and there are a few notable outliers, but...
Why stock pickers are set to excel
Mikhail Motala, Fund Manager at PSG Asset Management To say that the period since the Global Financial Crisis (GFC) has been anomalous, would be an understatement. And yet, the low inflation...
Q4 Stock Market Monitor: Alpha opportunities in an unusual cycle
Helen Jewell - CIO, BlackRock Fundamental Equities, EMEA Flat earnings seen over the last quarter could continue into the new year, as investors tussle with the outlook for inflation and...
Enhancing access to climate and nature finance for African cities – challenges and opportunities
Olympus Manthata, Head of Climate Finance at DBSA Climate change has become an urgent and pervasive challenge, with its impact keenly felt at the local level, especially within urban areas....
Active vs passive: concentrated markets swing the pendulum back in favour of active
Duncan Lamont, CFA - Head of Strategic Research at Schroders The data which suggests passive strategies could come unstuck. Global stock markets have become increasingly top-heavy. At...
Reason for optimism as SA infrastructure lays the foundation for future growth
Roelof van den Berg, the CEO of GAP Infrastructure Corporation Much like building a skyscraper requires a sturdy foundation, infrastructure is often described as the backbone needed to build...
Surprising inflation spike to 5.9% y/y in October led by higher fuel and food prices
Sanisha Packirisamy, Economist, Tshiamo Masike, Economic Analyst and Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments. Momentum Investments...
2 Pot Retirement System – Reset back to 1 March 2024
Lize de la Harpe - Senior Legal Advisor at Sanlam Introduction Tuesday 21 November 2023, in Parliament, the Standing Committee on Finance rejected National Treasury’s proposal to...
Planetary Pulse: Targeting effectiveness in investing for an inclusive energy transition
Nazmeera Moola, Chief Sustainability Officer at Ninety One Ninety One has published its annual Planetary Pulse Report, ‘Asset owners weigh risks and opportunities of investing for an...
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