Angelika Goliger, Chief Africa Economist at EY As South Africa navigates a path toward economic recovery, the South African Reserve Bank's (SARB) recent pivot to anchor inflation at...
Investment / Asset Management
Records tumble in best year yet for South Africa’s hedge fund industry
Kwazi Mbhele, Hedge Fund Portfolio Manager at Novare Investments South Africa’s hedge fund industry had its best year yet in 2024, with assets under management (AUM) reaching a new...
Beyond the traditional: the case for alternatives
Reginald Labuschagne, Head of Product and Strategy at Sanlam Private Wealth What are alternative investments? Alternatives refer to investments that fall outside the traditional...
Why the bond market holds the key when uncertainty abounds
Johanna Kyrklund, Group Chief Investment Officer at Schroders The last few months have been unusual because I've had more questions than ever about where markets are headed, yet in the...
Why investors should stay the course in growth assets, says Discovery Invest CEO Kenny Rabson
Kenny Rabson, Chief Executive Officer (CEO) of Discovery Invest Despite heightened volatility in global markets and ongoing uncertainty surrounding the Government of National Unity...
SA braces for 100 000 job loss US tariff impact
Angelika Goliger, Chief Africa Economist at EY As new US reciprocal tariffs set to reshape global trade dynamics, South Africa is poised to accelerate export diversification and...
Unlocking growth: how Discretionary Fund Manager partnerships transform advisory practices
Jaco-Chris Koorts, Portfolio Manager, Glacier Invest Partnering with a discretionary fund manager (DFM) has long been viewed as a strategic move for advisers looking to outsource...
The old “active vs passive” debate is dead – here’s why
Richard Oldfield, Group CEO of Schroders Where is the familiar scepticism toward active management? Weren’t active investment strategies, especially in liquid markets like the US,...
Global investing in an era of national self-reliance
Alec Cutler portfolio manager at Orbis Many will be familiar with Maslow’s Hierarchy of Needs – the idea that humans are motivated by five categories of needs, with higher-order ones...
Policy misfires and political fallout: Why Trump’s second term matters for markets
Maarten Ackerman, Chief Economist at Citadel Since United States (US) President, Donald Trump, took office on 20 January 2025, his unpredictable leadership style has caused domestic...
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