"Closed-ended funds are structured with fixed life cycles, typically seven to 10 years, which naturally enforce exit discipline. Managers must plan, govern, and realise investments within a defined horizon. This structured approach has historically…
Rashaad Tayob, Portfolio Manager, believes the broad-based rally across almost all major asset classes, both globally and locally, has been heavily influenced by the weaker dollar, which has fallen roughly 10% from its peak. He cautions, however,…
"A robust US earnings season and signs of a recovering jobs market have prompted us to upgrade our view in November. While the unemployment rate has risen since the September employment data, this has been driven by a higher participation rate,"…
"Multi Asset portfolios have been firm investor favourites over the past 12 months and for the quarter ended September 2025. These portfolios attracted R93 billion of the R186 billion in net inflows for the 12 months ended September 2025," says…
"While last year’s rerating in local bonds was driven largely by the unwinding of the political risk premium, the drivers of the bond rally in 2025 are materially different. Bonds started the year off on a solid footing, offering attractive…
"The truth is, it's really about knowing yourself and your goals. A conservative investor isn't cautious for no reason - they're protecting the money that matters most. A high-risk investor isn't gambling - they're aiming for growth while accepting…
“Our inaugural Sustainability and Impact report reflects who we are at our core: a purpose-driven investor that believes financial performance and positive impact are not mutually exclusive. It marks the beginning of a journey to deepen accountability…
"For investors seeking offshore exposure, there are a multitude of options available. While direct investment offshore is an option, it is complex and includes multiple tax and regulatory requirements," says Adriaan Pask, CIO, PSG Wealth.
"If you want to limit your rand exposure, consider investing in offshore markets, as this reduces currency risk and enhances investment returns by tapping into a wider range of global opportunities. This approach helps investors to protect their…
"Offshore investments can take many forms, including unit trusts, endowments, and direct stock portfolios. When considering these options, carefully assess whether the product structure aligns with your financial goals over the short, medium…
China is no longer an "emerging market" – it is already the world's largest economy on a PPP basis and home to seven of the world's ten busiest ports. According to Foord Asset Management, which recently hosted South African investors on its…
"The rand's recent strength is closely linked to developments in the US. A weaker dollar, driven by rising debt, expansionary fiscal policy, and protectionist trade measures, has supported emerging market currencies like the rand," says James…
“Over the past 10 years to June 2025, the rand gold price has appreciated 320%, outpacing the MSCI World Index’s total return of 308% and the FTSE/JSE All Share Index’s total return of 161%. At the same time, the ALSI has experienced a dramatic…
"The idea is simple: someone who is pessimistic about the country’s outlook is unlikely to invest in something they believe is tied to that outlook. Conversely, if you are optimistic about the future, you are more likely to take a long-term…
Insurance Biz is a New Africa Busines News Services (NABNS) publication launched in 2013 to focus on the insurance industry, investments, financial planning, employee benefits etc. It remains a great resource of news for industry professionals, and for those who seek to learn about the financial sector developments.
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