Duncan Lamont, CFA, Head of Strategic Research at Schroders Several times in 2023, I commented that the Magnificent-7 of Nvidia, Apple, Microsoft, Alphabet (Google), Amazon, Meta Platforms (Facebook), and Tesla were dominating global stock market...
Eugene Botha, Head: Research Hive at Momentum Investments Passive investing is a popular option for global investors, but this is not evident in South Africa. Historically, the popularity of passive investment funds has varied by region. Globally over...
Mark Davids, Managing Director at Motswedi Economic Transformation Specialists The South African asset management and investment consulting industry displays high levels of concentration. Looking specifically at the asset management industry, the level...
Daniel Dos Passos – Portfolio Manager Much has been written over the years about active versus passive investment management and the debate over which is better is never-ending. This article, however, isn’t one of those, as we feel that managing a...
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