Izak Odendaal - Old Mutual Wealth Investment Strategist A mystery explosion caused death and mayhem in the Johannesburg CBD last week, and much head-scratching. However, it was otherwise...
Investment / Asset Management
Learning the right lessons from inflation history
Kevin Cousins, Head of Research at PSG Asset Management The last time developed countries experienced inflation rates as high as recent levels, was 40 years ago at the end of the ‘Great...
Why Schroders still expect a US rate hike this month despite easing inflation
Keith Wade - Chief Economist & Strategist at Schroders US inflation cooled in June with the annual CPI rate falling to 3% from 4% in May. Base effects were helpful as increases in energy...
The Messy Truth About Impact And ESG
Jackie Eberle, Head of Credit, ALUWANI Capital Partners The world has realised it has been getting things wrong. Economists and investors have realised they've been miscalculating risk and...
The active versus passive debate
Dr. Francois Stofberg, Senior Economist and Managing Director of Efficient Private Clients The active versus passive investment strategies debate has been raging for many years, with both...
Artificial intelligence – a technology trend or a passing fad?
Michele Santangelo - Portfolio Manager at Independent Securities Artificial Intelligence is the most talked about technology in financial markets today. With its potential to revolutionise...
EPPF leads industry through its Net-Zero commitment
Shafeeq Abrahams, Chief Executive & Principal Officer and Sonja Saunderson, Chief Investment Officer at the EPPF The Eskom Pension and Provident Fund (EPPF) is proud to announce its...
Schroders CIO Lens Q2 2023: Asset allocation views
Johanna Kyrklund, Group Chief Investment Officer and Co-Head of Investment at Schroders The resilience in growth from neutral to negative in March 2023 has meant that equities have held up...
Is a Brics currency a viable reserve currency option? Not so fast.
Adriaan Pask, Chief Investment Officer at PSG Wealth Over the past few weeks, there has been considerable discussion about a new Brics currency that could challenge the US dollar as the...
It’s in the blend
Rocco Carr, Business Development Manager at Glacier by Sanlam Blending diverse, multi-layered solutions for the optimal retirement income outcome Many people think that diversification...
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