Michael Dodd, Senior Fund Analyst at Morningstar Investment Management SA Morningstar Investment Management South Africa has released its first Active/Passive Barometer for the local...
Investment / Asset Management
Market signals matter more than noise: Rand rises amid global policy shifts and investor confidence
Bianca Botes, Director at Citadel Global While headlines have been dominated by geopolitical drama and celebrity spats, investors and currency markets are focusing squarely on what...
How geopolitics could make or break South Africa’s ESG future
Sanisha Packirisamy, Chief Economist at Momentum Investments The 2008 global financial crisis weakened Western economic dominance, paving the way for rising powers like China and...
Low growth doesn’t mean no growth: Three standout local equity stories
Wim Murray, Portfolio Manager at Foord Asset Management While South Africa’s sluggish economic growth and persistent structural challenges continue to weigh on investor confidence,...
The long game wins
Siobhan Simpson, Head of SA Unit Trusts at Ninety One There’s an old adage that says investing is a marathon, not a sprint. Perhaps now more than ever, it deserves repeating. If...
SA GDP disappoints once again as the economy remains in a growth slump
Maarten Ackerman, Chief Economist and Advisory Partner at Citadel South Africa’s (SA) Q1 Gross Domestic Product (GDP) growth disappointed once again at 0.1%, although it outperformed...
Business pulse: Sentiment dips to 40, revealing broad weakness
Sanisha Packirisamy, Chief Economist at Momentum Investments You can read the full report here. ENDS
Listed property showing signs of recovery, but focus must shift to fundamentals
Siphesihle Zwane, Portfolio Manager at Allan Gray While South Africa’s listed property sector was once a powerful engine of wealth creation in the early 2000s, it has since become one...
Moving targets
Izak Odendaal, Investment Strategist at Old Mutual Wealth The curveballs keep coming. The ongoing uncertainty surrounding US President Donald Trump’s tariff policies was ratcheted up...
Art of the deal: Trump and the dollar
Kyle Hulett Co-Head: Investments at Sygnia Global markets showed signs of recovery in May, and the US dollar strengthened following announcements of key trade agreements. UK:...
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