Leon Greyling, COO of ICTS The multitude of investment performance surveys contain a wealth of data that, unless analysed carefully, can possibly lead you down the wrong path – an...
Investment / Asset Management
2025 Budget Speech – delays … but why?
Conway Williams, Head of Credit at Prescient Investment Management The 2025 National Budget, initially scheduled for 19 February, was postponed amid what many are saying is a...
Magnificent mass: Finding emerging opportunities in concentrated global markets
Mario Fisher, Head of Quantitative Research and Co-portfolio Manager of the Old Mutual Global Managed Alpha Fund, Old Mutual Investment Group With the much-anticipated arrival of the...
Budget blunder doesn’t bode ill
Izak Odendaal, Investment Strategist, Old Mutual Wealth On Tuesday last week, American astronomers announced that a sizeable asteroid named 2024 YR4 has a 3% chance of colliding with...
Retiring Japan’s widowmaker
Raihan Allie, Fixed Income Portfolio Manager at Truffle Asset Management For nearly half a century, Japan’s bond market has been a graveyard for contrarian investors. The so-called...
A look at the inflation basket for 2025
Rob Southey, Head of Asset Consulting, Momentum Consultants & Actuaries From the beginning of 2025 the basket of goods that is used to determine inflation in South Africa changed....
Trump’s key economic policies will be milder than those promised on the campaign trail despite the noise, say Schroders experts
David Rees Head of Global Economics; George Brown Senior Economist; Tina Fong Strategist; Irene Lauro Environmental Economist; at Schroders The first 100 days of the Trump presidency...
What you need to know about AMETFs transparency
Niki Giles, Head of Strategy at Prescient Fund Services Actively managed exchange-traded funds (AMETFs) are gaining traction as South African investors seek more dynamic and...
JSE’s reforms reshape South African capital markets for future growth
André de Lange, Director of Corporate & Commercial at Cliffe Dekker Hofmeyr (CDH) and Logan Hufkie, Director at PSG Capital Recent progress made at the Johannesburg Stock Exchange...
How the emergence of new investors creates opportunities for active to outperform
Andrew Rymer, CFA, Senior Strategist, Strategic Research Unit, Jon Exley, Head of Specialist Solutions, and Duncan Lamont, CFA, Head of Strategic Research, at Schroders The most...
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