Izak Odendaal, Investment Strategist at Old Mutual Wealth Investors have suffered serious whiplash over the past five weeks. After shaking the foundation of the global trading system...
Investment / Asset Management
Staying ahead of global rate cuts: capturing yield in uncertain times
Adam Furlan, Portfolio Manager, and Jason Borbora-Sheen, Portfolio Manager, at Ninety One Global markets have been turbulent this year, amid escalating tariff tensions and concerns...
Navigating currency risk: Strategic solutions for South African businesses
Bianca Botes, Director at Citadel Global Foreign exchange (FX) risk has become a clear threat to globalised South African (SA) businesses that need to navigate increased trade...
Exposure to climate risk is a given – the question is how to approach it
Andrew Howard, Global Head of Sustainable Investments at Schroders Despite – in many ways because of – waning climate change ambition from governments, companies and investors –...
SARB likely to hold rates as caution remains the order of the day
Maarten Ackerman, Chief Economist at Citadel As South Africans await the South African Reserve Bank’s (SARB) upcoming interest rate decision, Citadel Chief Economist Maarten Ackerman...
Staying steady when markets feel uncertain
Roné Swanepoel, Head of Sales at Morningstar Investment Management South Africa Ken Griffin—founder of Citadel, a powerhouse in both active investing and market infrastructure—once...
The mirage of a May easing
Kyle Coertze, Investment Analyst at Cartesian Capital We believe the market has grown overly optimistic in pricing in two additional rate cuts this year. While rate expectations, as...
A month on from Liberation Day, what do investors know for certain?
Adriaan Pask, Chief Investment Officer at PSG Wealth More than a month on from Trump’s 'liberation day' tariffs, which caused shockwaves globally, the dust is settling, but analysts...
The how, when, where and why of Warren
Izak Odendaal, Chief Investment Strategist at Old Mutual Wealth The end of an era approaches. Warren Buffet, probably the greatest ever investor, will be retiring at the end of this...
Private markets present opportunities despite US policy uncertainty
Nils Rode, Chief Investment Officer, Schroders Capital Despite current challenges, our outlook for new private markets investments remains optimistic, although we are cognisant of...
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