Shirley Machaba, CEO, PwC Southern Africa; Lullu Krugel, Chief Economist and Christie Viljoen, Lead Economist for Macro Analysis at PwC South Africa PwC South Africa’s...
Investment / Asset Management
A snapshot of the world economy in October 2024
David Rees, Senior Emerging Markets Economist at Schroders China hits its 2030 clean energy goal early Chinese clean energy capacity reached 1,206 gigawatts (GW) in August 2024,...
How to get the most out of your investment advisor / consultant
Rob Southey, Head of Asset Consulting, Momentum Consultants and Actuaries Introduction Most funds, whether stand alone or part of an umbrella fund, make use of an investment...
Investment Performance Surveys – Clarity or Clutter?
Leon Greyling, COO at the ICTS Group of Companies When I was asked by my colleagues to write this column on the institutional investment performance surveys in South Africa, I thought...
Stuck in a low gear
Izak Odendaal, Investment Strategist, Old Mutual Wealth The term “the sick man of Europe” was first used to refer to the faltering Ottoman Empire in the mid-19th century, possibly by...
Gold is in a secular bull market and now is the time for gold stocks to shine
Shaun le Roux, Fund Manager at PSG Asset Management Gold is currently raking up all-time highs and drawing renewed attention. While trading at these levels (and the inevitable market...
Investing towards combatting climate change
Hamilton van Breda, Group Liaison Officer at M&G Investments Climate change is no longer a distant threat but an immediate and pressing challenge that affects every facet of our...
Time to explore a broader global opportunity set as traditional US credit market valuations reach new highs
Darpan Harar, Multi Asset Credit Portfolio Manager at Ninety One Against a backdrop of rallying sovereign bond markets, credit markets across the asset-class spectrum posted gains. The...
Narrowing the Gap: SA’s quest for fiscal balance
Albert Botha, Head of Fixed Income at Ashburton Investments Politicians everywhere are famously good at making promises - or making statements that sound suspiciously like commitments....
What does a sustainable investment look like?
Roger Eskinazi, Managing Partner at Tickmill This October, South Africa is expected to experience a heightened focus on sustainability. Sustainability Week Africa, held from 24–25...
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