Bianca Botes, Director at Citadel Global South Africa's (SA’s) anticipated delisting from the Financial Action Task Force (FATF) greylist represents a key milestone in the country's...
Investment / Asset Management
SA Inc. shares — undervalued, under-owned, underestimated
Nancy Hossack, Portfolio manager at Foord Asset Management After years of selling pressure, South African equities are showing signs of revival. The JSE hit record highs in September,...
Calm or storm: Decoding low volatility in uncertain times
Alet Fick, Senior Multi-Asset Analyst at M&G Investments Global markets appear to be in a seemingly happy place. Prices in several major equity markets are within touching distance...
The importance of a dynamic approach when investing in fixed income markets
Dirk Jooste, Fund Manager at PSG Asset Management Compared to equity markets, fixed income markets tend to be seen as being more placid and predictable (and even, dare we say it,...
Digital transformation and shareholder expectations are reshaping proxy voting in corporate South Africa
Sam Dahya, Head of Investor Services, Custody and Investment Administration at Standard Bank Corporate and Investment Banking (CIB) South Africa’s corporate governance is undergoing a...
Being active, but playing it safe, has worked extremely well for investors in global equities
Lukas Kamblevicius, Co-Head of QEP Investment Team at Schroders It’s often assumed that risk and reward always go together in investing, but that isn’t always the case. In fact, over...
Bubble, bubble toil and trouble?
Izak Odendaal, Investment Strategist at Old Mutual Wealth Increasingly, people are talking about a bubble in artificial intelligence (AI). This sounds ominous, but it has not stopped...
Targeting the lower inflation band – what does it mean?
David Crosoer, Chief Investment Officer at PPS Investments The South African Reserve Bank (SARB) recently signalled its intention to target the lower band of the 3%–6% inflation range,...
Five reasons China should be on every investor’s radar
Rashaad Tayob, Portfolio Manager at Foord China is no longer an emerging market. It is already the world’s largest economy on a purchasing power parity (PPP) basis, produces more...
All that glitters
Izak Odendaal, Investment Strategist at Old Mutual Wealth It started with stars and a bang. The elements that form the building blocks of life on earth were created in nuclear...
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