Environmental, social and governance (ESG) considerations have always played a fundamental role in M&G Investments’ valuations-based investment process. For over 25 years we have considered...
How Fast are Countries Burning Through Natural Resources?
Earth Overshoot Day will land on July 28 this year. This means that only seven months into 2022, we will have already used up all of the resources that the world can regenerate in a year. The last...
What keeps construction Financial Directors awake at night?
Like many other industries, the construction sector is particularly sensitive to economic cycles, as well as technological advances and the global political climate. The industry as a whole operates...
Power and influence: Retirement funds are uniquely positioned to drive ESG
In South Africa, as with most countries, retirement fund assets represent the largest source of invested assets in the country by a significant margin. This puts them in a singularly strong position...
This time the crisis is different… but it’s not.
Sir John Templeton famously suggested that “the four most expensive words in the English language were “this time is different”. While these paraphrased words have a uniform application, they were...
What the S&Ps ‘lost decade’ can teach us about market down-days
While stocks are more likely to close up than down on average, CEO of PSG Asset Management Anet Ahern considers that ‘down days’ can be packed together leaving investors woefully underprepared to...
Six out of 10 industries still below pre-pandemic levels in SA
Momentum Investments have released their research note titled Six out of 10 industries still below pre-pandemic levels in SA, prepared by the Momentum Macro Research Team. Below is a summary of...
Musa Mabesa joins the boards of Batseta and AOFSA
Batseta, the non-profit organisation which focuses on the interests of principal officers, trustees and fund fiduciaries within the retirement industry, is delighted to announce that Musa Mabesa...
Tripartite collaboration essential for driving SME growth forward
According to a report by McKinsey, South African small businesses represent over 98 percent of business and employ between 50 and 60 percent of the country’s workforce. Collectively, this business...
The funeral feeding frenzy – beware the dark side of SA’s death sector
Death is big business – and ‘big business’ usually comes part and parcel with some degree of rot beneath the surface. However, the past few years have revealed a particularly dark side to South...
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