Adriaan Pask, Chief Investment Officer at PSG Wealth Cash allocations in portfolios are a hotly debated topic. Cash is typically held either to manage volatility or as a war chest to...
Investment / Asset Management
COFI carrot to be replaced by COFI stick!
Mark Davids, Managing Director - MOTSWEDI I recently came across a declassified book issued by the United States of America’s government body called the CIA (Central...
A new capex supercycle is on the way
Sahil Mahtani, Head of Macro Research, Ninety One The combination of an energy transition, along with nearshoring, geopolitics, demographics, technology and public investment is...
Fund selection: When to hold ‘em and when to fold ‘em
Wade Witbooi, Senior Portfolio Manager at Glacier Invest Market conditions are subject to constant change, influenced by global economic trends, geopolitical events, investor...
Life after cash – what to do as interest rates start to fall
Remi Olu-Pitan, Head of Multi-Asset Growth and Income at Schroders, Roberta Barr, Head of Value ESG and Fund Manager, Equity Value at Schroders, and Duncan Lamont Head of Strategic Research at...
Climate change hits home: SAIA Highlights the impact of climate-related catastrophes on property and motor vehicles
Themba Palagangwe, SAIA General Manager: Governance and Transformation Climate-related catastrophes such as floods and storms continue to exert a significant toll on both consumers and...
Thinking fast and slow about valuations
Izak Odendaal - Old Mutual Wealth Investment Strategist The world recently learned of the passing of Daniel Kahneman, the psychologist who revolutionised economics, along with Amos...
Dynamic drawdowns offer retirees the key to financial freedom
Kyle Hulett, Sygnia’s Co-Head of Investments Kyle Hulett, Sygnia’s Co-Head of Investments, introduces a groundbreaking approach to navigating market downturns while engaging in...
Economies at a Glance – March 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...
Top four things impacting South African investors in 2024
Hildegard Wilson, Head of Investment Solutions at Glacier by Sanlam As we find ourselves firmly entrenched in the year 2024, there are four important things that we need to be aware of...
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