Izak Odendaal - Old Mutual Wealth Investment Strategist Compared to the euphoria of the Springbok’s victory tour, the Medium-Term Budget Policy Statement (MTBPS) was always going to be a...
Investment / Asset Management
MTBPS Review: Bond market was priced for worse
Bulent Badsha, Portfolio Manager at M&G Investments It is rather unfortunate that fiscal policy in South Africa only gets attention twice a year -- around the time of the Budget Review...
Alexforbes wins FIFTH CONSECUTIVE Africa Global Funds Award in New York
Don Andrews, Head of the Investment Survey Team at Alexforbes Johannesburg, 2 November 2023 – Alexforbes has once again secured the title of ‘Best Investment Survey Provider’ at the 2023...
Regime shift: developed market labour shortages to drive investment in technology
Azad Zangana, Senior European Economist and Strategist at Schroders The global pandemic underlined the fragility of ageing labour markets in the world’s largest economies. This occurred at a...
Light at the end of the tunnel for South Africa’s water and sanitation crisis
Dr Sean Phillips, Director-General of the Department of Water and Sanitation (DWS) A decades-long decline in South Africa’s ability to provide a reliable supply of clean drinking water and...
Strategic rationale for gold as a portfolio diversifier
Herman van Papendorp, Head of Investment Research & Asset Allocation US real rates have been the dominant driver for the US dollar gold price for a couple of decades, as the fundamental...
Steering through global market crosscurrents
Johanna Kyrklund, Group Chief Investment Officer and Co-Head of Investment at Schroders Johanna Kyrklund, Group Chief Investment Officer and Co-Head of Investment at Schroders, believes we...
Global infrastructure investments to benefit from AI and the energy transition
Lynn Bolin, Head of Communications at M&G Investments Global listed infrastructure is an asset class many South African retirement fund investors have yet to take advantage of, given the...
Beware the scarcity mindset
Nirdev Desai, Head of Sales at PSG Wealth Nirdev Desai, Head of Sales, at PSG Wealth, explores the ‘run for cover’ investor tendency in the face of increased interest rates and the weakened...
Ninety One boosts trading leadership team with two promotions
Cathy Gibson, Ninety One’s Global Head of Trading at Ninety One Ninety One is pleased to announce two key changes in the leadership structure of the company’s trading function. Former...
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