Izak Odendaal, Investment Strategist at Old Mutual Wealth Every December, veteran financial journalist John Authers writes about a fictional investment manager, Hindsight Capital LLC,...
Investment / Asset Management
Energy transition and private markets driving continued appetite for impact
Catherine Macaulay, Impact Investment Lead, and Anne Dardelet, Sustainability and Impact Investment Lead, at Schroders Despite apparent political headwinds and an oft-cited ESG...
Municipal infrastructure: A complex landscape with emerging opportunities
Alastair Herbertson, Infrastructure Specialist, and Reabetswe Kungwane, Investment Specialist, at Ninety One South Africa’s urban centres, which remain critical drivers of economic...
How green are your investments really?
Rudesh Patel, Head of Sustainable Investing at Sanlam Investments Multi-Manager How green are your investments really? Globally, greenwashing is a pervasive problem across all...
Hidden GEMs: 2025 Emerging Markets Outlook
Peter Kent, Co-Head of Emerging Market Fixed Income, and Archie Hart, Co-Portfolio Manager, Emerging Markets Equities, at Ninety One Trump 2.0 Beyond the alarming headlines...
Five trends that will shape the investment landscape in 2025
Brian Arcese, Ishreth Hassen, Rashaad Tayob, Wim Murray, Nick Balkin and LInda Eedes, from Foord Asset Management Foord Asset Management recently held its final Mind of the Manager...
5 major events that shaped how the rand performed in 2024
Harry Scherzer, CEO of Future Forex Look at the articles covering the rand at the beginning of 2024 and you’ll get a sense of how difficult it is to predict currency fluctuations. In...
Hidden GEMs: How to stop worrying and learn to live with (if not love) tariffs
Alan Siow, Co-Head of Emerging Market Corporate Debt at Ninety One A second Trump presidency and the potential for a new US trade regime increases uncertainty as we head into 2025....
Outlook 2025: Equities
Alex Tedder Co-Head of Equities and Tom Wilson Head of Emerging Market Equities at Schroders Global equities Alex Tedder, Co-Head of Equities: At the time of writing the...
Cracks in US economy will make for an uncertain 2025 – why a global perspective and discipline will be key to maximise investment opportunities
Adriaan Pask, CIO at PSG Wealth As we approach the end of 2024, investors find themselves at an interesting crossroads, navigating through a complex mix of optimism and uncertainty....
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