In 100 days from today, Statistics South Africa will undertake a population and housing census, Census 2022, from 2 February next year. This will be the fourth population count since 1994. Stats SA...
Ninety One launches the Net Zero Sovereign Index
The race to net zero is not a race between countries. It is a race against time. If the world is to achieve net zero at a speed comparable with the Paris Agreement’s goals, investors’ current...
Fundamentals to the fore as market uncertainty rises
Quality is back in favour, and while cyclicals appear supported, value sectors have begun to lag as the strength of the recovery has been called into question. An uncertain backdropAfter an...
Investing in the SOE sector: Same, same, no longer different
In SA, the SOE sector is too large to ignore, so what strategies can investors employ to achieve investment success? The credit strength of state-owned entities (SOEs) is usually heavily reliant on...
Impact Investing: The importance of sustainable infrastructure in emerging markets
As impact investors in emerging markets (EM), a fundamental element of our investment approach is the contribution companies make to society. This is how companies positively impact the people and...
The true test of successful wealth creation
In wealth creation, as in life, true success lies in helping the next generation become independent. We all want to leave something behind for our children and grandchildren, but what if, more than...
4 key financial lessons you sometimes only learn over time
Nowana Sobopha, Investment Analyst at Momentum Investments, shares four key lessons she’s learned on her personal financial wellness journey – and notes a few ways in which a woman’s investment...
Which stock markets look cheap for SA investors?
The last time I wrote an update of stock market valuations was back in January 2021. A great deal has happened in the world since then, but from a valuations standpoint, precious little has changed....
Investing in a net-zero world
The race towards net zero is creating supply imbalances, particularly in commodities, which could lead to unintended consequences. Over the last 2 years, the flow of funds into ESG (environmental,...
Skillful maneuvering will be required to wean economies and markets off life support
The current environment includes many ‘unprecedented issues’, from unprecedented sovereign debt levels, to unprecedented low and negative interest rates, to unprecedented budget deficits and money...
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