Zeph Nhleko - Chief Economist at DBSA "Going beyond the Infrastructure Funding Gap - A South African Perspective," a comprehensive joint study by the World Bank and the Development...
Investment / Asset Management
That which fools you
Aadil Omar, Head of Equity Research at M&G Investments “Beating the market” in investing could be considered an endeavour prone to the trickery of randomness. If we simplify the...
Monthly resolutions for a prosperous 2024
Lynn Bolin, Head of Communications at M&G Investments New beginnings often give us extra motivation to tackle goals and ambitions, largely because they make us feel we can ‘turn the page’...
Steady repo rate at 8.25% but exercising caution
Herman van Papendorp - Head of Investment Research & Asset Allocation at Momentum Investments, Tshiamo Masike - Economic Analyst at Momentum Investments, and Sanisha Packirisamy - Economist at...
Is China set to export deflation – and trade tensions – once again?
David Rees, Senior Emerging Markets Economist at Schroders The turnaround in the goods cycle that we anticipated earlier this year has so far been borne out in the data. Manufacturing output...
Risk and resilience: unpacking the effects of South Africa’s prolonged hard insurance market
Cedric Masondo, Chief Executive Officer, PSG Insure Reinsurers and insurers in the South African market have shouldered massive losses over the past five years. COVID-19 was the first in a...
Alexforbes believes key trends will lead to a mixed investment environment in 2024
Gyongyi King - Chief Investment Officer, Mpho Molopyane - Chief Economist, Senzo Langa and Lebo Thubusi - Deputy Chief Investment Officers at Alexforbes As South Africa prepares to...
When traditional risk measures deceive
Rene Prinsloo, Portfolio Manager at M&G Investments Investors are arguably as concerned, if not more so, with the risk-adjusted returns they are earning as they are about the level of...
Headline inflation softened to 5.1% y/y in December 2023
Herman van Papendorp, Head of Investment Research & Asset Allocation, Tshiamo Masike, Economic Analyst at Momentum Investments and Sanisha Packirisamy, Economist at Momentum Investments ...
A view on today’s inflation release and the impact on the next interest rate decision
Sanisha Packirisamy, Economist at Momentum Investments Headline and core measures of inflation continued to subside further in South Africa. According to Statistics SA (Stats SA),...
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