David Morobe, Executive General Manager: Impact Investing at Business Partners Limited After starting the year on an optimistic note, South African small and medium enterprises (SMEs)...
Investment / Asset Management
Gold prices skyrocket 40% in 2025, surpassing $3,600 amid global turmoil
Rael Demby, CEO of The South African Gold Coin Exchange & The Scoin Shop In a dramatic response to mounting global uncertainty, gold prices have soared 40% since January, smashing...
Government bonds: the end of the shock absorber
Sahil Mahtani, Head of Macro Research at Ninety One You hold government bonds for their ballast: they’re meant to rally when growth wobbles and equities sell off. That premise looks...
Is your multi-asset fund stuck in the past?
Justin Floor, Head of Equities at PSG Asset Management Multi-asset funds are an integral part of the investment landscape, both globally and locally. At their core the proposition is...
Global Market Outlook: All eyes on US jobs and rate cut expectations
Sebastian Mullins, Head of Multi-Asset and Fixed Income at Schroders Australia August started with a shock non-farm payrolls report, which saw monthly jobs come in over 30k less than...
The Krugerrand comeback: Why investors are returning to gold’s most iconic coin
Aziz Moti, Chief Operating Officer at ISA Gold Analysts are predicting that 2025 will be a boom year for Krugerrands, not only because values are escalating along with the gold price...
South Africa’s economy shows fragile rebound
Sanisha Packirisamy, Chief Economist at Momentum Investments Read the full report here. ENDS
The Good, the Bad, and Concentration Nation
Jarred Breen, Research Analyst, Christos Zisis, Research Analyst, and Christopher Brownlee, Head of Research, at High Street Asset Management The Good: Buffett's Bargain Few...
The shrinking upside in the dollar story
Sahil Mahtani, Head of Macro Research, Ninety One Ninety One has published the latest in its research series examining the strategic implications of shifting macro dynamics for the US...
How asset managers can guard against the impact of the 3 Ps in the current global system
Uma Vijayan, a Portfolio Manager, Vicki Tagg, Head of Indexation, and Kathy Davey, Global Equity Portfolio Manager, at Ashburton Investments Anecdotally, the subjects of patriarchy,...
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