Johanna Kyrklund, Group Chief Investment Officer, and George Brown, Economist, at Schroders In response to international trade tariffs announced last week, Johanna Kyrklund, Group...
Investment / Asset Management
SA’s exclusion from Agoa not as catastrophic as many think, says Old Mutual Investment Group
Meryl Pick, Head of Equities, and Siboniso Nxumalo, Chief Investment Officer, at Old Mutual Investment Group With the announcement of reciprocal tariffs that affect all major US...
Bonds hang in the balance, waiting for a budget resolution
Kim Silberman, Macro Economist and Fixed Income Strategist at Matrix Fund Managers Finalisation of the budget may take some time. While this has always been the case, prior to the GNU...
Budget 2025: The good news and the bad
Haroon Bhorat Chair: Investment Committee at Sygnia While we wait for Budget 2025 to pass through Parliament – no longer a fait accompli in the Government of National Unity – it is...
Factor Fusion: Key elements for robust performance
Eugene Botha, Head: Research Hive at Momentum Investments In the latest edition of Mindfields, our research publication, we explore smart beta investing, a strategy that combines the...
Diversifying your portfolio beyond forex
Roger Eskinazi, Managing Partner at Tickmill Many traders fall into the trap of overtrading, chasing short-term gains without a structured strategy. On the other hand, some...
The evolution and opportunity in South Africa’s Private Credit market
Feedback from this year's SAVCA Private Equity Conference Since 2008, global private credit assets under management (AUM) have grown exponentially and are projected to reach $3...
Green jobs: The future of South Africa’s workforce and economic growth
Teboho Makhabane, Head of ESG and Impact, Sanlam Investments In the face of South Africa’s high unemployment rate – hovering around 34% – and the growing urgency to combat climate...
Covid, cars, costs and crises
Izak Odendaal, Investment Strategist at Old Mutual Wealth Perhaps we don’t want to remember, but amid today’s heightened uncertainty, it is easy to forget that five years ago, March...
Does the current geopolitical turmoil mean China is back?
David Rees, Head of Global Economics at Schroders The current pace and flux of geopolitics continues to disrupt markets - keeping investors across the globe on tenterhooks. The...
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