George Cheveley, Global Gold portfolio manager at Ninety One The shares of gold miners have been very strong over the past 18 months. But after talking with gold companies at this...
Investment / Asset Management
The merits of patient investing in a high-speed age
Frank Thormann, Portfolio Manager, Global Equities at Schroders For many equity investors today, proven traditional strategies, like focusing on the long term, may seem quaint. There...
The ‘safe’ portfolio just got risky
Duane Cable, SA Head of Quality, and Sumesh Chetty, Portfolio Manager, Ninety One For more than a decade, South Africa’s unusually high real yields have offered conservative investors...
Get rich or get wiped out
Daniel Malan, CFA, Founder, Managing Director & Chief Investment Officer of Perspective Investment Management Last week, the Wall Street Journal published an article headlined “Get...
Key drivers and pressures shaping Southern Africa’s private equity market
Highlights from the recent SA Venture Capital and Private Equity Association (SAVCA) PE Connect event Southern Africa’s private equity (PE) industry remains cautiously optimistic,...
Is all that glitters gold?
Umar-Farooq Kagee, investment analyst at Allan Gray South Africans are no strangers to gold. After it was discovered in the Witwatersrand in 1886, gold has played a pivotal role in...
Interest rate uncertainty
Izak Odendaal, Investment Strategist at Old Mutual Wealth Traditionally, central banks have been thought of as staid, conservative institutions while most people found monetary policy,...
The fixed income opportunity
Farzana Bayat, Portfolio Manager at Foord Asset Management Rising debt burdens across developed and emerging markets are reshaping the fixed income landscape. In the United States,...
South African Reserve Bank holds rates steady amid mixed market expectations
Maarten Ackerman, Chief Economist at Citadel The South African Reserve Bank (SARB) decided to keep interest rates on hold today, despite a near-even split in market expectations. While...
US-China tension puts SA jobs and growth at risk
Thalia Petousis, portfolio manager at Allan Gray, and Isaah Mhlanga, chief economist and head of Global Market Research at RMB Escalating tensions between global superpowers are...
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