Paul Nixon, Head of Behavioural Finance at Momentum Investments On a recent trip to Los Angeles, where I presented the work that Momentum Investments is doing in using machine learning...
Investment / Asset Management
Adding Return and Lowering Risk with Private Assets
Duncan Lamont, Head of Strategic Research, Schroders Private assets bring a number of advantages to portfolios, from return enhancement, to income, to reduced risk, to diversification...
Storm clouds, silver linings
Izak Odendaal, Investment Strategist at Old Mutual Wealth Storm clouds are building over the Middle East as the long-feared escalation of the conflict there arrived in recent days. The...
Markets anticipated an escalation in the middle east conflict
Maarten Ackerman, Chief Economist at Citadel As the Middle East conflict continues to escalate, investors may be understandably concerned about the potential impact on their...
The US interest rate cycle and what it means for SA bonds
Kim Silberman, Macro Economist and Fixed Income Strategist at Matrix Fund Managers The path of US rates is arguably the most important debate for SA bond investors, alongside SA’s...
Death and taxes: A South African tale
Prof Haroon Bhorat, Chair: Investment Committee at Sygnia One of the most important relationships in economics, almost intrinsically understood, is that taxes are both necessary for an...
Act now to capture rate cut momentum in your fixed income portfolio
Lyle Sankar, Head of Fixed Income at PSG Asset Management Elevated interest rates over the past few years have meant that investors have enjoyed attractive returns from cash...
Public-private sector cooperation is critical to revitalising SA’s failing transport infrastructure
Vuyo Ntoi, MD of African Infrastructure Investment Managers South Africa’s ageing transport infrastructure is at a breaking point, threatening to drag the economy further into decline...
Index-Tracking Balances Costs and Returns in High-Fee Markets
Yusuf Wadee, Head of Exchange-Traded Products at Satrix* Investors worldwide are grappling with high investment fees. For example, 34% of global investors surveyed in a recent bfinance...
How are sustainable beliefs being reflected in pension funds’ asset allocation?
Willem Schramade, Head of Sustainability Client Advisory at Schroders Strategic Asset Allocation (SAA) is of paramount importance to achieving pension funds’ risk-return objectives and...
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