Mathews Vattakunnel, Junior Research and Investment Analyst at Glacier by Sanlam When people think of Artificial Intelligence (AI), they often imagine robots taking over human jobs,...
Investment / Asset Management
Global equities the top choice for returns as investors embrace diversified approaches
Philip Robotham, Head of Intermediary at Schroders, South Africa The Schroders Global Investor Insights Survey 2025 reveals that investors see public equities as offering the best...
Five long term trends shaping the investment landscape
Rory Kutisker-Jacobson, Portfolio Manager at Allan Gray From the Government of National Unity’s failure to agree on its maiden Budget, to Trump’s market-moving “Liberation Day” tariffs...
Deciphering dollar declines
Izak Odendaal, Investment Strategist at Old Mutual Wealth Apart from a brief slump in April, global equity markets have mostly taken the policy chaos coming out of the US in their...
A pause to re-evaluate
Marie Antelme, Economist at Coronation Fund Managers In a presentation at the start of the year, I outlined Five Themes for Twenty-Five – a framework for interpreting the macroeconomic...
Alexforbes announces key outcomes from the sustainability reporting market sentiment survey
Carina Wessels, Chief GRC Officer and Executive: Impact Advisory, and Lee Swan, Head of Sustainability, at Alexforbes Alexforbes has announced the key outcomes of the recently...
FTSE/JSE All Share Index hits historic 100,000 points milestone
Leila Fourie, Group CEO of the JSE The Johannesburg Stock Exchange (JSE) today marks a historic milestone as the FTSE/JSE All Share Index (ALSI) hit 100,000 points – 1,000 times higher...
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 After crashing hard in April, the US stock market rebounded even harder, recently hitting a new all-time high. This has left...
Alexforbes Investments releases 2025 Stewardship Report
Alexforbes Investments has released its 2025 Stewardship Report, reaffirming its commitment to responsible investing and ESG (environmental, social and governance) integration. The report...
No ‘one-size-fits-all’ anymore: asset allocation in a fractured market
Tebogo Moopa, Portfolio Manager at Glacier Invest Meet the Managers 2025 Markets do not move on numbers; they move on narratives. That’s a line often heard, but in a world...
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