Duncan Lamont, CFA - Head of Strategic Research at Schroders The data which suggests passive strategies could come unstuck. Global stock markets have become increasingly top-heavy. At...
Investment / Asset Management
Reason for optimism as SA infrastructure lays the foundation for future growth
Roelof van den Berg, the CEO of GAP Infrastructure Corporation Much like building a skyscraper requires a sturdy foundation, infrastructure is often described as the backbone needed to build...
Surprising inflation spike to 5.9% y/y in October led by higher fuel and food prices
Sanisha Packirisamy, Economist, Tshiamo Masike, Economic Analyst and Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments. Momentum Investments...
2 Pot Retirement System – Reset back to 1 March 2024
Lize de la Harpe - Senior Legal Advisor at Sanlam Introduction Tuesday 21 November 2023, in Parliament, the Standing Committee on Finance rejected National Treasury’s proposal to...
Planetary Pulse: Targeting effectiveness in investing for an inclusive energy transition
Nazmeera Moola, Chief Sustainability Officer at Ninety One Ninety One has published its annual Planetary Pulse Report, ‘Asset owners weigh risks and opportunities of investing for an...
Pandas, Pegasus or the Chimera
Izak Odendaal - Old Mutual Wealth Investment Strategist Heads of state meet all the time, without investors paying too much notice. Last week’s meeting between US President Joe Biden and his...
A few more hurdles to clear in fixed income markets
Adam Furlan and Malcolm Charles - Ninety One SA Fixed Income portfolio managers As we approach the second anniversary of the first rate hike by the South African Reserve Bank, Ninety One SA...
Action For Impact – Immediate benefit for South Africans in need at the core of sustainable and impact investing
Teboho Makhabane, Head of ESG and Impact at Sanlam Investments Immediate benefit for South Africans in need at the core of sustainable and impact investing Allocators of capital who...
Motswedi are WINNERS!!!
Mark Davids, Managing Director - MOTSWEDI Motswedi Economic Transformation Specialists won the “Most Transformed Investment/Asset Consultant” award at the annual ABSIP Awards Ceremony last...
Volatility is all part of the investment journey
Wade Witbooi, Portfolio Manager at Glacier Invest Turbulence is one of the most robust tests of resilience and experience for a pilot transporting an entire airplane of passengers and this is...
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