Haroon Bhorat Chair: Investment Committee at Sygnia The recent statement by one of the country’s leading bankers that South Africa’s unemployment rate was grossly over-stated as a...
Investment / Asset Management
More political drama
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth Out of nowhere, a dense fog has crept over South Africa’s political landscape. Not long after the 10-party government of...
Time for European assets to shine
Alex Holroyd-Jones, Multi Asset Portfolio Manager at Ninety One In recent years, European equities have played second fiddle to their American counterparts. Wall Street's megacap...
Rosy-ish US economic outlook could be marred by stalled trade deals and volatility in the Middle East
Sebastian Mullins, Head of Multi-Asset and Fixed Income, Schroders Australia Global growth will likely muddle through this year which makes excessive gains in the global equity market...
Latest report calls for speed, scale and grid connectivity to secure SA’s energy future
Rentia van Tonder, Head of Power at Standard Bank Corporate and Investment South Africa's energy transition is entering a critical phase, according to the latest Energy Market...
The madness and the mundane
Izak Odendaal, Investment Strategist at Old Mutual Wealth The most overused word of the year, “uncertainty,” is being put to work again. The conflict between Israel and Iran has now...
China’s misunderstood advantage is key to unlocking value in a low-growth world
Jing Cong (JC) Xue, Portfolio Manager at Foord Asset Management Against a backdrop of slowing global growth and ongoing geopolitical uncertainty, investors continue to overlook one of...
Global investors turn to active management amid heightened geopolitical volatility: Schroders Global Investor Insights Survey
Johanna Kyrklund, Group Chief Investment Officer at Schroders International investors are increasingly turning to active management to strengthen portfolio resilience and capture...
Proxy voting and shareholder activism
Leon Greyling, COO of Motswedi Economic Transformation Specialists Proxy voting and shareholder activism are critical tools for influencing corporate governance, enabling shareholders...
Economists share their views on the impact of the escalating Middle East conflict
Sanisha Packirisamy, Chief Economist at Momentum Investments, and Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth From Sanisha The intensifying sectarian...
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