Nicolas Jaquier, Mark Evans, and Roger Mark of Ninety One In 2024, eight of the world’s 10 most populous nations - the US, India, Brazil, Indonesia, Bangladesh, Mexico, Pakistan, and...
Investment / Asset Management
Structurally higher inflation poses increasing threat to investors, shows Old Mutual Investment Group report
Graham Tucker, Portfolio Manager Old Mutual Investment Group With inflation expected to be structurally higher over the next few decades, relative to the average inflation observed in...
What’s behind India’s post-Covid outperformance, and is it set to continue?
Nicholas Field, Global Emerging Market Equity Strategist at Schroders Indian equities have delivered blockbuster returns since the end of 2020 amid superior earnings growth. Nicholas...
Avoiding The Behavioral Pitfalls of Bitcoin
Paul Nixon, Head of Behavioral Finance at Momentum Investments Love it or hate it, Bitcoin appears to be here to stay. Having attracted over a trillion dollars of...
Why real estate can help inflation-proof your income
Philip Robotham, Head of Intermediary at Schroders South Africa While higher interest rates may have weighed on valuations in the past couple of years, global investors should not...
What Trump Means for Markets
Izak Odendaal - Old Mutual Wealth Investment Strategist It is a year of many elections worldwide, and frustratingly we’ll have to wait right to the end for the most consequential, and...
2024: What does the biggest election year in history mean for markets?
Sangeeth Sewnath, Deputy MD at Ninety One Are elections really the market movers that people believe them to be? Sangeeth Sewnath, Deputy MD at Ninety One, explores the impact of...
Economies at a Glance for April 2024
Herman van Papendorp, Head of Investment Research & Asset Allocation and Sanisha Packirisamy, Economist at Momentum Investments Economies at a Glance by Momentum Investments’ macro...
Shell’s exit from SA is not a loss, it’s an opportunity
Yershen Pillay, CEO of Chemical Industries Education & Training Authority(CHIETA) The recent announcement by Shell that it will be divesting from its downstream operations in South...
Reimagining South African Retirement: A New Approach
Murray Stewart, Head of Structured Products at High Street Asset Management South Africa’s equity market faces a crossroad, witnessing a steady decline in listed stocks and...
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