Position for growth in 2023 As the interest rate environment begins to normalise in 2023, we believe investors should seek exposure to those companies with access to growth opportunities. Clyde...
Investment / Asset Management
You may only live once, but here’s why you shouldn’t YOLO when investing
You may only live once, but here’s why you shouldn’t YOLO when investing Grayson Rainier, Marketing Manager, M&G Investments As we begin 2023, the reasons to remain positive may seem few and far...
2023 Outlook: A time of culmination
2023 Outlook: A time of culmination The consequences of years of super-loose monetary policy are coming to a head. Times of culmination – when markets reap the harvest of seeds sown sometimes long...
Asset Manager Survey Listed Investments – November 2022
Asset Manager Survey Listed Investments - November 2022 Mark Davids, Head Investment Strategy and Distribution - MOTSWEDI From 8% to 16% Organically grown black fund managers manage less than 8% of...
SA investors to seek expert advice in light of economic uncertainties
Schroders Global Investor Study 2022: SA investors to seek expert advice in light of economic uncertainties Kondi Nkosi, Country Head at Schroders South Africa Even amidst a climate of global...
Macroscope: As investors debate whether China is ‘uninvestable’, policy pivots to economic growth
Macroscope: As investors debate whether China is ‘uninvestable’, policy pivots to economic growth Sahil Mahtani, Strategist at Ninety One Did investors panic after China’s Party Congress in October?...
SA bonds are offering enticing returns for 2023
SA bonds are offering enticing returns for 2023 Jason Swartz, Portfolio Manager at Old Mutual Investment Group’s (OMIG) MacroSolutions Cape Town, 19 December 2022: The European Central Bank (ECB)...
The new emerging markets?
The new emerging markets? Kevin Cousins – Head of Research at PSG Asset Management Over the recent past developed markets have followed aggressive policy choices more reminiscent of those of...
Consumer pulse: Consumers navigate multiple headwinds
Momentum Investments have released their report based on ‘Consumer pulse: Consumers navigate multiple headwinds’ prepared by the Momentum Macro Research Team. Below is a summary of highlights from...
Financial market outlook for 2023: First pain, then gain
Momentum Investments have released their report based on ‘Financial market outlook for 2023: First pain, then gain’ prepared by the Momentum Macro Research Team. Below is a summary of highlights...
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