Izak Odendaal, Investment Strategist at Old Mutual Wealth The most far-reaching change in the South African retirement landscape in many years takes effect next week. After many years...
Investment / Asset Management
When to re-evaluate your investment
Paul Hutchinson, Sales Manager at Ninety One When markets are volatile, investors would be forgiven for wanting to make portfolio changes as a way of trying to stay in control....
July CPI plunge to 4.6% is supportive of an interest rate cut
Sanisha Packirisamy, Economist at Momentum Investments As reported by Statistics South Africa (Stats SA) the consumer price index (CPI or headline inflation) eased markedly from 5.1%...
Economic Outlook in South Africa (August 2024)
Content curated by AI South Africa, the continent's most advanced economy, faces a complex economic landscape as it navigates multiple challenges and opportunities. The country's...
Are we experiencing Ramaphoria 2.0?
Adriaan Pask, Chief Investment Officer at PSG Wealth If the rand/dollar exchange rate reflects the outlook for South Africa, then we can take heart that it has held firm around...
Private markets investment outlook: an attractive investment environment
Dr Nils Rode, Chief Investment Officer at Schroders A normalisation in fundraising and valuation adjustments create promising investment opportunities. The artificial intelligence (AI)...
Where to hide from the US and China’s growing debt crisis
Zain Wilson, Co-Portfolio Manager at Old Mutual Investment Group The escalating debt in two of the world’s largest economies, China and the US, is pushing investors to seek value in...
Still sticking the landing
Izak Odendaal, Investment Strategist, Old Mutual Wealth For those needing an escape from the financial market turmoil of the past few weeks, the Olympic Games in Paris offered a...
EMTD strategy receives first tranche of investment towards emerging market Just Energy Transition
Hendrik du Toit, Founder and CEO of Ninety One With endorsement from US Secretary of the Treasury Janet Yellen and SA Finance Minister Enoch Godongwana, Ninety One’s Emerging Market...
Deciphering liquidity: Understanding the mechanics of new funds investing in private markets.
Kondi Nkosi Country Head in Schroders South Africa Private markets are inherently less liquid than public markets, and locking up funds for a significant period is unfamiliar to many...
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