Michael Dodd, Senior Fund Analyst at Morningstar Investment Management South Africa Recent changes to the Association for Savings and Investment South Africa (ASISA) Fund...
Investment / Asset Management
SARB Poised for 25 basis point rate cut amid low inflation and tariff uncertainty
Johann Els, Chief Economist at Old Mutual Group The South African Reserve Bank’s Monetary Policy Committee (MPC) is expected to implement a 25-basis point interest rate cut in its...
Chinese New Year: Navigating the Year of the Snake
Wenchang Ma, China Equites Portfolio Manager, and Alan Siow, Co-Head of Emerging Market Corporate Debt, at Ninety One Looking back at 2024, Chinese government bonds delivered strong...
New Year, Same Problems?
Izak Odendaal, Investment Strategist at Old Mutual Wealth While 2025 is in full swing for most of us, 1.4 billion Chinese are only starting their new year this week. The country...
Tracking a sustainable world: The benefits of global ESG index investing
Bernisha Lala, Co-Portfolio Manager of the Old Mutual Global MSCI World ESG Feeder Fund With the amendment of Regulation 28 allowing for greater offshore allocation in pension funds,...
What will shape global and local investments in 2025?
Patrick Mathabeni, Senior Research and Investment Analyst at Glacier by Sanlam As we enter 2025, investors are faced with a complex and evolving economic landscape. Key global events,...
South Africa’s Financial Game-Changer: Goodbye Jibar, Hello Zaronia!
Dain Winsnes, Fixed Income Portfolio Manager and Quantitative Analyst at Matrix Fund Managers South African financial markets are undergoing a rare monumental shift with very few...
As global uncertainty rises, South Africa must ‘walk the talk’ to strengthen its economy
Mike van der Westhuizen, Portfolio Manager at Citadel While the notoriously unpredictable United States (US) President Donald Trump’s return to the White House may cause market and...
Why focusing on predictions is doomed to fail in 2025
Anet Ahern, Chief Executive Officer at PSG Asset Management Who would have thought that 2024 would turn out as it did? Despite the time and effort many put into making predictions...
Trump takes power: The outlook for global decarbonisation investing
Deirdre Cooper, Head of Sustainable Equity at Ninety One 2024, a mixed Year for Decarbonisation Investors The equity market, in general, has been extremely narrow, with...
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