Lee Swan, Head of Sustainability at Alexforbes On 23 July 2024, President Cyril Ramaphosa signed the Climate Change Bill into law, marking a historic milestone in South Africa's...
Investment / Asset Management
GNU must reach consensus on areas of contention in critical first 100 days says political analyst
Justice Malala, Political Analyst, Commentator and Writer, speaking at the latest PSG Think Big webinar With a Government of National Unity (GNU) now at the helm, South Africa stands...
Understanding the Investment Risks Associated with the US Elections
Joe Klopper, Portfolio Manager at Independent Securities The geopolitical landscape in the United States has implications for global markets, and understanding the divergent policies of the...
What would a Trump presidency mean for the US economy?
George Brown, Senior US Economist at Schroders After weeks of speculation, President Biden announced over the weekend that he would withdraw from this year’s presidential race and...
Spotlight on a fragmenting world: geopolitical shifts and the consequences for investors
Kondi Nkosi, Country Head South Africa at global investment manager Schroders and Azad Zangana, Senior European Economist and Strategist at Schroders What does the shift towards more...
How much can the market pre-empt a SARB rate cut?
Vivienne Taberer, Investment Director at Ninety One The fast view The South African Reserve Bank’s (SARB’s) monetary policy committee (MPC) held rates steady as expected, but better...
A Solution to Take Retirement Savings Beyond South Africa
Ross Beckley, Chief Investment Officer at High Street Asset Management Regulation 28 of the Pension Funds Acti (“Regulation 28”), while designed to manage concentration risk within...
The context and consequences of the MPC’s decision to retain rates
Anthea Gardner, Managing Partner at Cartesian Capital As was widely expected, the South African Reserve Bank’s Monetary Policy Committee (MPC) kept rates on hold yesterday. ...
Macroscope: Gold a key hedge for Trump 2.0
Iain Cunningham, Head of Multi-Asset Growth at Ninety One Fixed income markets have already begun pondering the impact of a Trump presidency with notable US treasury volatility post...
A tale of two inflations
Izak Odendaal, Investment Strategist at Old Mutual Wealth People love complaining about inflation, however, few find it a particularly interesting topic. Like your blood pressure can...
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