Eric Andersen, President of Aon Aon plc (NYSE: AON), a leading global professional services firm, released the 2024 Client Trends Report: Better Decisions in Trade, Technology,...
Investment / Asset Management
The more things change, the more they stay the same
Paul Hutchinson, Sales Manager - Ninety One A recent report by DALBAR, a financial services market-research firm, reveals that investors continue to act contrary to their own best...
Are consultants driving the discussion in the wrong direction? Just asking!
Mark Davids, Managing Director - MOTSWEDI Action follows Attention Not to give my age away, but my primary school years were during the late 1980’s and early 1990’s, I attended...
Gold may be shiny, but we’re not buying
Aeysha Samsodien, Portfolio Manager at M&G Investments The gold price has defied investor expectations in the first quarter (Q1) of 2024, outperforming global equities and gaining...
May 29th – a value investor’s dream
John Biccard, Portfolio Manager, Ninety One Value Fund Value investors see the future for what it is – uncertain. We start our analysis when there are low expectations (often no...
Old Eras and New
Izak Odendaal - Old Mutual Wealth Investment Strategist The story of South Africa’s modern economy cannot be told without Anglo American, the giant mining conglomerate that also owns...
Local investors face dilemma as momentous SA & US elections prompt wait-and-see response
Jason Swartz, Portfolio Manager Old Mutual Investment Group Uncertainty over elections has emerged as a dominant force influencing investment decision-making locally and abroad, as the...
Navigating fluid global markets
Sandile Malinga, Co-Head of Multi-Asset at M&G Investments With the first quarter of the year behind us and an important local election ahead of us, South African investors are...
Energy security and the implications for the energy sector
Mark Lacey, Head of Global Resource Equities at Schroders Geopolitical instability and deglobalisation have increased the need for local energy sources. We discuss the rise of energy...
Despite its challenges, South Africa is still receiving a steady stream of foreign direct investment inflows
Lullu Krugel, PwC South Africa Chief Economist and Olusegun Zaccheaus, PwC West Africa Strategy& Leader South Africa received foreign direct investment (FDI) inflows of...
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