Mpho Molopyane, Chief Economist at Alexforbes Investments Key highlights Headline consumer price inflation dipped further in below the mid-point of the inflation target, as it...
Investment / Asset Management
Taxes, trade and tech: why the US election matters for SA investors
Rashaad Tayob, Macro Strategist and Portfolio Manager, and Brian Arcese, Global Fund Manager, at Foord As the race for the White House continues – with the US presidential elections...
Global investors look through election uncertainties to double down on global equities and private equity
Malcolm Melville, Fund Manager, Energy, and David Rees, Senior Emerging Markets Economist, at Schroders Global investors are looking through the short-term noise created by this year’s...
Is economic optimism warranted by political change?
Marie Antelme, Economist, Coronation Fund Managers The African National Congress (ANC) was expected to lose support in South Africa (SA)’s elections on 29 May. But a decline from 57%...
Successful exits on the horizon for Africa’s VC sector
Tshepiso Kobile, CEO of SAVCA Plagued by political challenges, sluggish growth, and reduced access to funding, 2023 was an incredibly challenging year for Africa’s venture capital (VC)...
Aligning ESG Measures within Industry: A Comparative Study from Retail, Finance, and Mining in South Africa
Dr Chris Blair, CEO of 21st Century “In today's corporate landscape, Environmental, Social, and Governance (ESG) factors have become crucial indicators of a company's long-term...
Of Hawks and Hippos
Izak Odendaal, Investment Strategist at Old Mutual Wealth The unexpected recent passing of former Reserve Bank Governor and Finance Minister Tito Mboweni robbed South Africa of one of...
China: stimulus arrives… more needed
David Rees, Senior Emerging Markets Economist at Schroders Beijing’s pain threshold for the deflationary slump in China’s economy has finally been reached and onshore equities rallied...
Unlocking returns: why invest in South African infrastructure?
Nathaniel Micklem, Co-Head of Emerging Market Alternative Credit and Vivienne Taberer, Investment Director, at Ninety One Dedicated infrastructure investing is a relatively new concept...
ESG and South African Pension Funds: A Trustee’s Guide
John Taylor, Lead Specialist: Business Development at YALA Consultants and Actuaries As a pension fund trustee in South Africa, you're navigating a complex landscape where...
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