Felix Hermes – Head of Private Equity and Sustainable Infrastructure at Blue Orchard Kicking off a debate over how best to make meaningful change through investment, we explore private...
The local construction sector can ignite the fuse on SA’s infrastructure renewal
Nicole Martens, Head of Stewardship, and Siboniso Nxumalo, Chief Investment Officer at Old Mutual Investment Group The local construction sector has faced a number of challenges in recent...
How Regulation 28 amendments support the growth of the economy and sustainability imperatives in SA
Shelley Lotz, Head of Policy and Regulation at SAVCA The amendments to Regulation 28 of the Pension Funds Act signalled a welcomed shift for the local private equity (PE) landscape. As of...
Compounding – it’s about the end game
James Newell, Director at Stonehage Fleming Investment Management South Africa Having recently enjoyed reading Morgan Housel’s “The Psychology of Money” I was reminded of the crucial role...
Asset Manager Survey Listed Investments – April 2023
Mark Davids, Managing Director - MOTSWEDI Should I worry about return on capital or return of capital? There are roughly 140 fund managers in South Africa managing a pie of roughly R6...
A Rorschach economy
Izak Odendaal - Old Mutual Wealth Investment Strategist In 1921, a Swiss psychologist named Hermann Rorschach published a test where patients’ responses to ten inkblots were recorded and...
Nine rules of thumb for young investors
Adriaan Pask, Chief Investment Officer at PSG Wealth An early start is at the heart of achieving sufficient financial resources for the lifestyle you desire for yourself and your family. It...
How a focus on valuations helps to drive long-term returns
Anet Ahern, CEO at PSG Asset Management Ask any shopper if they prefer to buy an item at a premium, fair value or a discount, and you’d expect they’d (logically) opt for the discounted price....
Strong offshore diversification boosts portfolio returns
Lynn Bolin, Head of Communications at M&G Investments On the back of the weakness of the rand so far in 2023, offshore investments have offered South African investors excellent...
Opportunities in the chaos
Izak Odendaal - Old Mutual Wealth Investment Strategist “May you live in interesting times,” is supposedly an ancient Chinese curse. Times have certainly been interesting, so perhaps we are...
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