Nicolas Jaquier, investment specialist at Ninety One This growing and evolving EM investment universe provides a compelling long-term opportunity for investors to balance sustainability and...
Investment / Asset Management
Horror and hope
Izak Odendaal - Old Mutual Wealth Investment Strategist The world has witnessed heart-wrenching scenes in Israel and Gaza in recent days. The fact that this is one of the longest unresolved...
GEPF Chairperson Dondo Mogajane announces launch of Transformation Policy
Dondo Mogajane - GEPF Chairperson Government Employees Pension Fund (GEPF) Chairperson Dondo Mogajane officially launched the fund’s Transformation Policy last week, marking a watershed move...
Meeting SA’s 2050 Net Zero emission requirements before it becomes costly and arduous
Sibongile Ncwane, WWISE Legal Manager Applying ISO standardisation principles and processes could be a gamechanger for businesses under pressure. Johannesburg, 10 October 2023 – South...
Credit Chronicle: Rate moves dominate but divergence shines through
Jeff Boswell, Head of Alternative Credit at Ninety One The global sell-off in sovereign bond markets made for a volatile quarter in global credit markets, but robust performance continued in...
How do private equity co-investments work and what are they used for?
Richard Damming, Senior Investment Director at Schroders Private equity is an increasingly attractive area for investors who want to diversify their portfolio. While it is a well-known sector...
South Africa still a good choice
Mark Davids, Managing Director - MOTSWEDI I had an interesting conversation with an ex-colleague the other day who mentioned to me that his 14-year-old child asked him, with genuine concern...
Harith acquires significant stake in Mergence Investment Managers
Sholto Dolamo, MD of Mergence Investment Managers KEY HIGHLIGHTS Harith General Partners and Mergence Investment Managers have signed a share purchase agreement in terms of which Harith will...
Looking beyond the magnificent 7
Clyde Rossouw, Head of Quality, Ninety One It’s been an interesting year for global equity markets. Listening to different managers – each with their own perspective – you’d be forgiven for...
Investing in a world which appears to be a new paradigm
Melville du Plessis, Portfolio Manager at Sanlam Investments Ask an audience of investors whether they have seen Halley’s Comet, and you will only see a smattering of hands raised. The...
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