Dave Foord, founder of Foord Asset Management Investors like clean theories. One of the neatest is that economics drives politics, and politics merely reacts. Real life is seldom that...
Investment / Asset Management
Unemployment – the slow poison
Marcus Rautenbach, Principal Investment Consultant at Simeka South Africa continues to confront one of its most entrenched socioeconomic challenges: unemployment. Despite...
The end of easy globalisation: A new era of constraint, competition and volatility
Sahil Mahtani, Director, Ninety One Investment Institute The era of “easy globalisation” is over. Investors and policymakers now face a more fragmented, volatile and politically...
Financial settlement, T+1 is not a race: Why Africa must prioritise readiness over speed
Sam Dahya, Head of Investor Services, Custody and Investment Administration, Standard Bank CIB The global move from a fluid trade settlement timeline (Time trade execution to...
Fragility and resilience
Izak Odendaal, Investment Strategist at Old Mutual Wealth The announcement of a brittle two-week ceasefire between the US and Iran last week brought relief, but fresh uncertainty...
Fragile truce built on deep fault lines
Bianca Botes, Director at Citadel Global Forty days of American and Israeli strikes on Iran came to a conditional halt on the night of 7 April, when United States (US) President,...
Rethinking legal and institutional frameworks to advance impact investing
Thandekile Mbatha, Associate at Webber Wentzel The 2026 Budget Speech delivered by Finance Minister Enoch Godongwana in February 2026 has in balance been referred to as a “good news”...
Are you swimming in the right water?
Graeme Forster, portfolio manager at Orbis, the offshore partner of Allan Gray In his 2005 commencement address, “This Is Water”, David Foster Wallace tells a simple parable. An old...
Geopolitical shock and the long view
Charles de Kock, Senior Portfolio Manager at Coronation Fund Managers An extremely eventful quarter The outbreak of conflict in the Middle East overshadowed all other...
Alexforbes publishes December 2025 Manager Watch™ Survey results on retirement fund investment managers
Janina Slawski, Executive, Investment Consulting at Alexforbes Alexforbes has published the results of its December 2025 Manager Watch™ Survey of Retirement Funds Investment Managers,...
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