Selina Nalane, Client Director at Old Mutual Alternative Investments Private markets are attracting greater attention as retirement funds consider how to diversify their portfolios and...
Investment / Asset Management
Rethinking the Rand: Why South Africa’s long-term currency story may be changing
Johann Els, Chief Economist at PSG Financial Services South Africans have become conditioned to believe that the rand only weakens over time. That view is understandable. For much of...
South Africa’s economic recovery losing momentum, Nedbank warns: Consumer spending can’t save growth
Nicky Weimar, Chief Economist at Nedbank South Africa's fragile economic recovery is at risk of stalling, according to Nicky Weimar, Nedbank's chief economist, who told delegates at...
A shift in the Fed’s policy framework
Bianca Botes, Managing Director at Citadel Global markets have spent much of the past decade shaped by central bank forward guidance, gradual rate adjustments and flexible inflation...
Majority of JSE Top 40 companies still fail to disclose gender pay gaps despite existing data
Kwanele Ngogela, Head: Social Impact at Just Share Approximately 57.5% of JSE Top 40 companies disclose no quantitative gender pay gap data, exposing a major policy gap as voluntary...
Inflation is easing but household pressure is not over
Sanisha Packirisamy, Group Economist; & Tshiamo Masike, Economist; at Momentum Investments Read Momentum's full note here. ENDS
Young investors are in unchartered financial territory
Adriaan Pask, CIO at PSG Wealth Money management has never been more generationally divided than it is today, with access to markets, information, and investment products expanding at...
Gold’s rally: The value of manager diversification
Mubeen Abdulla, Senior Investment Consultant at Simeka Consultants and Actuaries (Pty) Ltd Gold has been one of the standout investment stories of recent years, delivering exceptional...
Running of the bulls
Izak Odendaal, Investment Strategist at Old Mutual Wealth It’s been a busy few weeks for Spain. It was the best spot to see last week’s total solar eclipse. In early July, the annual...
The changing nature of opportunity – why you need an active manager on your side
Philipp Wӧrz, Fund Manager at PSG Asset Management Markets are always changing. We are not just talking about the daily market gyrations that tend to dominate headlines, nor even...
Filter Articles
