Clyde Rossouw, Head of Quality at Ninety One Recent dynamics in the equity markets have been unprecedented. Headline figures suggest that equities marched on upwards in the first half...
Investment / Asset Management
What to Worry About
Izak Odendaal, Investment Strategist at Old Mutual Wealth Every now and then markets hit a serious wobble that forces the question: What is going on? And what should we do about it?...
Africa poised for mega investment opportunities with energy transition
Olusola Lawson, Co-CEO at African Infrastructure Investment Managers (AIIM) Africa’s energy transition presents one of the most significant investment opportunities globally as the...
As I see it: 27four’s FOURward financial commentary for July
Nathalie Burrows, Editor, EBnet Asset manager, 27four, have released their marketing commentary for July, looking at both global and domestic markets. The noteworthy points of context...
Time to get active in global fixed income investments
David Knee, Co-Deputy Chief Investment Officer, Fixed Income M&G (UK) Global fixed income assets are now able to play a more significant role in South African investors’ portfolios as...
Politics matter, but it can pay to keep things simple
Johanna Kyrklund, Group Chief Investment Officer and Co-Head of Investment at Schroders Global investors have found plenty to worry about in recent newspaper headlines. From surprise...
Bond Outlook
Nishan Maharaj, Head of Fixed Interest at Coronation This year, an unprecedented number of elections are being held globally, with almost four billion people from c.60 nations heading...
Charting the turning points
Izak Odendaal, Investment Strategist at Old Mutual Wealth Markets, politics, economics, sport and life. Things are never static. Headwinds become tailwinds or vice versa. Leaders...
Rising demand for cryptocurrency understanding and security among South Africans
Davina Bemako, Head of Marketing at DoshFX A recent research survey by DoshFX, a centralised South African crypto exchange, reveals a significant demand for improved understanding and...
June’s dip in rental inflation larger than anticipated
Sanisha Packirisamy, Economist at Momentum Investments Consumer price inflation (CPI), according to Statistics South Africa (Stats SA), dropped to 5.1% year-on-year (y/y) in June 2024...
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