Herman van Papendorp, Tshiamo Masike, and Sanisha Packirisamy of Momentum Investments Momentum Investments have released their report based on “Inflation spike reverses in November 2023”...
Investment / Asset Management
COP 28 Takeaways: Transition investing has taken centre stage
John Green, Chief Commercial Officer and Annika Brouwer, Sustainability Specialist at Ninety One Following COP 28, hosted in Dubai, Ninety One reflects on how the conversation has...
‘Glocal’ is lekker for SA pension funds seeking offshore exposure
Sne Dlamini, Head of Institutional Clients, Old Mutual Investment Group Since the increase of the offshore allocation limit of foreign market exposure in South African pension funds from 30%...
Plan to holiday when you retire
Denay Valjee - Head of Distribution and Marketing at Hollard Investments Dreams about being able to travel when you are retired can come true with a bit of planning and saving. Of...
Creating sustainable shared value – Mergence Impact Report 2023
Sholto Dolamo, MD of Mergence Investment Managers Asset managers and impact reporting Asset managers are accustomed to reviewing the annual integrated reports of the companies in which...
Do central banks risk ‘keeping at it’ for too long?
Sahil Mahtani, Strategist at Ninety One Throughout history, inflationary episodes have been rare. It has therefore been difficult for investors and policy makers to draw parallels of today’s...
The tide is turning, especially for the hopeful remnant
Dr. Francois Stofberg, Senior Economist at Efficient Wealth and Managing Director of Efficient Private Clients It has been a tough year for South Africans. In fact, we have been having tough...
Fake transformation in asset management…true or not?
Mark Davids, Managing Director - MOTSWEDI Motswedi have recently won a prestigious award from ABSIP (Association of Black Securities and Investment Professionals) as the most transformed...
Consumer pulse: Consumers face mounting financial pressures
Herman van Papendorp, Tshiamo Masike, and Sanisha Packirisamy of Momentum Investments Momentum Investments have released their report based on Consumer pulse: Consumers face mounting...
A crisis of global integration
Sahil Mahtani, Strategist at Ninety One Even before war broke out in the Middle East, it was easy enough to make analogies to the 1970s. Inflation was running at a multi-decade high,...
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