David Crosoer, Chief Investment Officer at PPS Investments The South African Reserve Bank (SARB) recently signalled its intention to target the lower band of the 3%–6% inflation range,...
Investment / Asset Management
Five reasons China should be on every investor’s radar
Rashaad Tayob, Portfolio Manager at Foord China is no longer an emerging market. It is already the world’s largest economy on a purchasing power parity (PPP) basis, produces more...
All that glitters
Izak Odendaal, Investment Strategist at Old Mutual Wealth It started with stars and a bang. The elements that form the building blocks of life on earth were created in nuclear...
South Africa’s latest proposed climate policy updates lack the ambition needed for an effective climate response
Emma Schuster, Senior Climate Risk Analyst at Just Share Just Share has recently commented on three key pieces of climate policy: 1. the draft second update of South Africa’s...
AI boom or bust
Thando Noganta, Data Scientist at Matrix Fund Managers In this article I explain how the shift from defined-benefit to defined-contribution pension funds is accelerating demand for...
Can portable alpha play a role in pension fund investment strategies?
Jason Becker, Head: Institutional Asset Consulting at Adviceworx As investors continue to search for investment returns from alternative sources, Portable Alpha strategies could be a...
The Fed’s risk-management pivot: A green light for equities
Alex Holroyd-Jones, portfolio manager and Rebecca Phillips, analyst, at Ninety One The Fed has flipped into risk-management mode, a subtle shift in language that carries major consequences...
Global sector rotation highlights the importance of diversification
Sean Neethling, Head of Investments at Morningstar Global diversification continues to pay off for investors with several of our overweight equity positions – Korea, China, Japan and...
Extended US shutdown clouds outlook, raises policy uncertainty
Adriaan Pask, Chief Investment Officer at PSG Wealth US stocks pulled back from record highs on Tuesday as the prolonged government shutdown dampened optimism over AI-driven growth....
Economic commentary from Simeka
Marcus Rautenbach, Principal Investment Consultant at Simeka The economy Developments in the economy and financial markets were mostly positive in Q3 2025. The prices of...
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