Izak Odendaal - Old Mutual Wealth Investment Strategist While South Africans boil in the January heat, the global business elite is wrapped up in their warmest winter woollies to attend the...
Investment / Asset Management
The Development Bank of Southern Africa ready for groundbreaking IPPPP Renewable Energy Programmes
Mohan Vivekanandan - Group Executive: Client Coverage and Mathapelo Malao Head of Energy, Environment, and ICT at DBSA Due to low investments in new generation capacity and asset maintenance,...
Ensuring your retirement plan will succeed in volatile markets
Lourens Coetzee - Investment Professional at Marriott The last few years have been particularly disappointing for investors due to below average market returns. As such, many savers are...
Addressing South Africa’s youth unemployment crisis
Kelly Joshua, Head of Education Investing for Old Mutual Alternative Investments Innovative new curricula options and independent impact investment in schools can play a vital role in...
Lessons learnt and the road ahead – finding opportunities in 2024
Anet Ahern, CEO at PSG Asset Management It feels as if “it has been a tough year for investors” has become something of a mantra in the investment industry – and the past three years have...
PwC South Africa Economic Outlook – January 2024
Lullu Krugel, PwC South Africa Chief Economist and Shirley Machaba, PwC South Africa CEO South African companies can turn short-term crises in 2024 into opportunities for creating business...
Macroscope: Long the yen against the euro
Iain Cunningham, Head of Multi-Asset Growth at Ninety One Since 2021, major economic cycles have been out of sync, presenting macro investors with opportunities to capitalise on policy...
Great Expectations
Izak Odendaal - Old Mutual Wealth Investment Strategist There is a simple equation for happiness that not everyone quite grasps. Contentment is the difference between expectations and...
2024 – Once again electricity
JP Landman, Political Analyst This Political Research Note was prepared by JP Landman in his personal capacity. JP is an independent political and economic analyst and the opinions expressed...
Allianz Risk Barometer: Critical infrastructure blackouts top South Africa business risk for 2024
Petros Papanikolaou - Allianz Commercial CEO, Scott Sayce, Global Head of Cyber, Allianz Commercial, and Ludovic Subran, Chief Economist at Allianz Cyber incidents such as ransomware attacks,...
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