Nathaniel Micklem, Co-Head of Emerging Market Alternative Credit at Ninety One Ninety One is proud to announce the launch of the Ninety One SA Infrastructure Credit Fund, with a...
Investment / Asset Management
Better managed Public Private Partnerships can help SA avoid prescribed assets
Dr Duncan Pieterse, Director-General of the National Treasury South Africa may very well be at the brink of a new era, where a greater focus on public private partnerships (PPPs) can...
Investing in SA-exposed securities: Finding the opportunity amidst the danger
Justin Floor, Head of Equities and Dirk Jooste, Fund Manager at PSG Asset Management It’s a challenging time to be an investor in domestic South African securities. Some of the...
Scared of investing when the stock market is at an all-time high? You shouldn’t be
Duncan Lamont, CFA - Head of Strategic Research at Schroders While many investors may feel nervous about the potential for a fall, our analysis of stock market returns since 1926 shows...
2024 must be the year of Sustainable Investment
Carl Roothman - Sanlam Investments CEO In response to Finance Minister Enoch Godongwana's recent 2024 Budget Speech announcement of US$3.3 billion to support climate change, energy,...
Private Clients Portfolio Watch: AVI – Thriving through turbulence
Bianca Lakhaz, Junior Analyst at Private Clients by Old Mutual Wealth Amidst persistently high inflation levels during 2023, global food producers grappled with formidable challenges,...
Governance issues: Should a CEO become Chair?
Anthony Walker, ESG Manager at M&G Investments In South Africa these days we are becoming accustomed to seeing instances of a former CEO of a company moving to assume the...
New Fiscal Frontiers
Izak Odendaal - Old Mutual Wealth Investment Strategist Every year, the Budget Speech commands wall-to-wall media coverage. Most of this coverage asks something along the lines of...
Where are global rates likely to settle from here?
Adam Furlan and Paul Carr - portfolio managers for Emerging Market Fixed Income at Ninety One Now that global rate cuts are on the horizon, what will this mean for yield-hungry...
How to know if an Investment Manager is compliant with Global Investment Performance Standards (GIPS®)?
Chris Lourens, Director - Solve Business Consulting (Pty) Ltd The South African financial system has always been described as a first-world system and something we can be proud of....
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