Leon Michaelides, Portfolio Manager at Matrix Fund Managers With gold trading near record highs – for all the macroeconomic, geopolitical, and monetary reasons we explored in earlier...
Investment / Asset Management
Where South Africa’s next returns are being built
Navin Lala, Client Director at Old Mutual Alternative Investments The fundamental needs of investors have always been anchored around maximising returns while managing risk. Market...
SA delisted: What comes next?
Lenee Green, Lerato Lamola and Michael Denega, partners, Webber Wentzel The Financial Action Task Force's (FATF) confirmed at its Plenary held during the week of 20 – 24 October 2025...
Foreign exchange and financial stability: Why South Africa’s delisting from FATF’s greylist is a strategic imperative
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...
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...
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