Prof. Evan Gilbert, Research Strategist in the Research Hive at Momentum Investments Momentum Investments is proud to announce the creation of the Momentum Investments Research Chair...
Investment / Asset Management
Schroders Global Investor Study 2023: SA investors eye optimistic returns despite inflation and geopolitical uncertainties
Johanna Kyrklund, Nils Rode and Andy Howard from Schroders Wealth investors globally have been forced to re-evaluate their investment strategies in response to the new economic reality and...
How much does a fall in GDP growth matter to corporate earnings?
Tina Fong, Strategist at Schroders Our research explores the differing relationships between a country’s economy and the earnings growth of its stock market. Ongoing talk of the risk...
The evolution of the safe haven: moving towards financial resilience in an uncertain world
Sonja Steyn, Head of Wealth Management Strategy at Consult by Momentum In the ever-evolving landscape of investment, the concept of a "safe haven" for your hard-earned wealth might feel...
SAVCA appoints new Board Chairperson
SAVCA Media Release SAVCA is delighted to announce the appointment of Vuyo Ntoi as the new SAVCA Board Chairperson. The appointment took effect on 15 November 2023 following a majority vote...
Why rules-based funds will continue to dominate future flows
Kingsley Williams - Chief Investment Officer at Satrix The Satrix Balanced Index Fund (with assets under management of R9.5 billion) has just turned ten. Over this decade, the fund’s...
The cycle is turning
Izak Odendaal - Old Mutual Wealth Investment Strategist The great global post-Covid interest rate hiking cycle is ending. Nothing is ever certain, and there are a few notable outliers, but...
Why stock pickers are set to excel
Mikhail Motala, Fund Manager at PSG Asset Management To say that the period since the Global Financial Crisis (GFC) has been anomalous, would be an understatement. And yet, the low inflation...
Q4 Stock Market Monitor: Alpha opportunities in an unusual cycle
Helen Jewell - CIO, BlackRock Fundamental Equities, EMEA Flat earnings seen over the last quarter could continue into the new year, as investors tussle with the outlook for inflation and...
Enhancing access to climate and nature finance for African cities – challenges and opportunities
Olympus Manthata, Head of Climate Finance at DBSA Climate change has become an urgent and pervasive challenge, with its impact keenly felt at the local level, especially within urban areas....
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