Richard Oldfield, Group CEO of Schroders Where is the familiar scepticism toward active management? Weren’t active investment strategies, especially in liquid markets like the US,...
Investment / Asset Management
Global investing in an era of national self-reliance
Alec Cutler portfolio manager at Orbis Many will be familiar with Maslow’s Hierarchy of Needs – the idea that humans are motivated by five categories of needs, with higher-order ones...
Policy misfires and political fallout: Why Trump’s second term matters for markets
Maarten Ackerman, Chief Economist at Citadel Since United States (US) President, Donald Trump, took office on 20 January 2025, his unpredictable leadership style has caused domestic...
South Africa’s infrastructure: a generational investment opportunity
Sanan Pillay, Portfolio Manager and Head of Private Markets at Sanlam Investments Multi-Manager The scale of South Africa’s infrastructure needs is staggering. To put it into...
Transnet’s recovery: Why institutional investors should be watching closely
Thanzi Ramukosi, Investment Specialist, Emerging Market Fixed Income and Alastair Herbertson, Managing Director, Emerging Market Fixed Income at Ninety One Transnet’s turnaround...
JSE delivers robust half-year performance amidst global challenges
Leila Fourie, Group CEO of the JSE The Johannesburg Stock Exchange (JSE) announced a strong set of results for the first half of its financial year, during a period of heightened...
SA investors: Making hay while the sun shines
John Gilchrist, Chief Investment Officer at PSG Asset Management South African investors have actually had it surprisingly good from a return perspective in recent years despite...
Strong investor interest drives gold demand higher
Louise Street, Senior Markets Analyst at the World Gold Council The World Gold Council’s Q2 2025 Gold Demand Trends report reveals that total quarterly gold demand (including OTC[1])...
Will the proposed new inflation-target band enhance growth?
Haroon Bhorat, Chair: Investment Committee at Sygnia While it is always difficult to predict policy proclamations and their timing, particularly from National Treasury, the South...
Economies at a glance – July 2025
Sanisha Packirisamy, Chief Economist at Momentum Investments You can view the full infographic here. ENDS
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