Sanisha Packirisamy, Group Economist, & Tshiamo Masike, Economist; at Momentum Investments South Africa South Africa’s (SA) institutional reform agenda advanced alongside...
Investment / Asset Management
Is your manager truly differentiated, or just the benchmark in disguise?
Dirk Jooste, PSG Balanced Fund and PSG Stable Fund Manager, at PSG Asset Management Active trading declined from 80% in 1995 to just 10% today in the US, signalling an increasing...
Radical economic transformation – this time the right kind
Johann Els, Chief Economist at PSG Financial Services A few years ago, I wrote in these pages that South Africa was undergoing a different kind of radical economic transformation. Not...
The revenge of the old economy: AI drives new demand for natural resources, while supply remains disciplined
Paul Gooden, Head of Natural Resources, at Ninety One The technologies expected to define the future are becoming increasingly dependent on the natural resources associated with the...
Private markets and the next phase of portfolio diversification
Selina Nalane, Client Director at Old Mutual Alternative Investments Private markets are attracting greater attention as retirement funds consider how to diversify their portfolios and...
Rethinking the Rand: Why South Africa’s long-term currency story may be changing
Johann Els, Chief Economist at PSG Financial Services South Africans have become conditioned to believe that the rand only weakens over time. That view is understandable. For much of...
South Africa’s economic recovery losing momentum, Nedbank warns: Consumer spending can’t save growth
Nicky Weimar, Chief Economist at Nedbank South Africa's fragile economic recovery is at risk of stalling, according to Nicky Weimar, Nedbank's chief economist, who told delegates at...
A shift in the Fed’s policy framework
Bianca Botes, Managing Director at Citadel Global markets have spent much of the past decade shaped by central bank forward guidance, gradual rate adjustments and flexible inflation...
Majority of JSE Top 40 companies still fail to disclose gender pay gaps despite existing data
Kwanele Ngogela, Head: Social Impact at Just Share Approximately 57.5% of JSE Top 40 companies disclose no quantitative gender pay gap data, exposing a major policy gap as voluntary...
Inflation is easing but household pressure is not over
Sanisha Packirisamy, Group Economist; & Tshiamo Masike, Economist; at Momentum Investments Read Momentum's full note here. ENDS
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