Investment / Asset Management
Economies at a Glance for October 2023

Economies at a Glance for October 2023

Herman van Papendorp, Head of Investment Research & Asset Allocation and Sanisha Packirisamy, Economist at Momentum Investments   Economies at a Glance by Momentum Investments’ macro...

When days are dark, friends are few

When days are dark, friends are few

Mark Davids, Managing Director - MOTSWEDI   During the late 1990’s one of my favourite bumper stickers found on many minibus taxis’ was:  “When days are dark, friends are few”. Reflecting on...

How to be an investment winner, consistently

How to be an investment winner, consistently

Farzana Fakir, Communications Specialist, M&G Investments   Winning the Rugby World Cup 2023, for a second time in a row, has been a tremendous boost for South Africa, one that was the...

Kicking the can, not the bucket

Kicking the can, not the bucket

Izak Odendaal - Old Mutual Wealth Investment Strategist   Compared to the euphoria of the Springbok’s victory tour, the Medium-Term Budget Policy Statement (MTBPS) was always going to be a...

MTBPS Review: Bond market was priced for worse

MTBPS Review: Bond market was priced for worse

Bulent Badsha, Portfolio Manager at M&G Investments   It is rather unfortunate that fiscal policy in South Africa only gets attention twice a year -- around the time of the Budget Review...

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