Kevin Cousins, Head of Research at PSG Asset Management Recent research by the IMF highlighted that global bonds have become less effective in mitigating volatility since the start of...
Investment / Asset Management
Iran conflict: Asset-allocation and macro views from Schroders
David Rees, Global Head of Economics, Malcolm Melville, Fund Manager, Philip Robotham, Head of Client Group, and Remi Olu-Pitan, Head of Multi-Asset Growth and Income, at Schroders 1....
Igniting Private Capital: Day 2 of SAVCA PE Conference 2026, by Nathalie Burrows, Editor at EBnet
Nathalie Burrows, Editor at EBnet Day 2 of the SAVCA PE Conference 2026 did not disappoint, with more thought provoking content and shared lessons. MC Nozipho Tshabalala kept things...
Rand under pressure as geopolitical tensions drive oil higher
Nolan Wapenaar, Co-Chief Investment Officer/Head of Fixed Income at Anchor Capital The escalation of military conflict involving the US, Israel and Iran at the end of February...
Unlocking Private Capital: Day 1 of SAVCA PE Conference 2026, by Nathalie Burrows, Editor at EBnet
Nathalie Burrows, Editor at EBnet The Century City Conference Centre in Cape Town was buzzing as over 700 delegates gathered at the 2026 SAVCA Private Equity Conference, which kicked...
South Africa’s growth shows green shoots, but structural challenges persist
Maarten Ackerman, Chief Economist at Citadel South Africa’s (SA) fourth‑quarter (Q4) gross domestic product (GDP) figures, released yesterday, show that the economy is expanding...
Market review for February 2026 and the ensuing Iran war
Herman van Papendorp, Head of Investment Allocation at Momentum Investments February was again a good month for risk assets, with global property, South African (SA) equities and local...
AI, capital and conviction: the investment case behind the disruption
Mark Lovett, Head of Investments at Stanlib Asset Management A structural shift, not a passing trend Artificial intelligence has entered the global economy with unusual speed and...
The new commodity order: Geopolitics, AI and the scramble for resources
Paul Gooden, Head of Global Natural Resources, George Cheveley, Portfolio Manager, Global Natural Resources, Dawid Heyl, Portfolio Manager, Global Natural Resources; at Ninety One ...
Investing for real returns when markets are shaped by extremes
Rob Johnson, Head of Investments, Nedgroup Investments Global equity markets have always rewarded patience unevenly, and the past year has underscored how quickly fundamentals can be...
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