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Wealth & Investments

 

Wealth & Investments / 01-10-25 / Chris Smit

Key drivers and pressures shaping Southern Africa's private equity market

"When looking at future allocations, we focus on performance-driven numbers but also on liquidity. We stay with many businesses and often question how we are still realising exits. And we watch closely how our funds get recycled, because we…

Wealth & Investments / 19-09-25 / Farzana Bayat

Farzana Bayat | The fixed income opportunity

"Policymakers in Washington show little appetite for fiscal restraint. Instead of cutting spending, the reflex has been to stimulate growth through lower interest rates.  This lack of fiscal discipline is evident globally and represents a significant…

Wealth & Investments / 19-09-25 / Tommy Jackson

US-China tension puts SA jobs and growth at risk

“China, as the world’s manufacturing hub, has built up an enormous skill base during this period, while that of the US workforce has shifted from manufacturing into financial and technical roles. The US, for example, has completely lost its…

Wealth & Investments / 10-09-25 / Tommy Jackson

Volatility is sharpening fund managers’ strategic thinking

“Consistently making the right choices over the long term is what drives sustained top-quartile performance. It is increasingly about knowing when to take opportunities and when to hold on when markets dip,” says Wessel Joubert, investment analyst…

Wealth & Investments / 10-09-25 / Daniel Nkosi

Graviton acquires a majority stake in Portfolio Analytics

“We expect to see more consolidation in the DFM industry in South Africa, following a similar trend in the UK. We need to remain flexible and attuned to the needs of our clients as the industry continues to evolve. This partnership is an alignment…

Wealth & Investments / 10-09-25 / Duty Editor

PGGM awards Schroders a €3.9bn sustainable equity mandate

"Securing this mandate with PGGM is testament to our active and sustainable investment credentials, which give us a real competitive edge and resonate with our clients. We have delivered an innovative, highly bespoke and scalable solution with…

Wealth & Investments / 28-08-25 / Sisanda Ndlovu

Private equity in Southern Africa is regaining its stride

“After years of navigating economic headwinds, political uncertainty and shifting investor sentiment, this latest survey paints a picture of an industry that is turning the page,” says Nicola Gubb, SAVCA’s Interim Executive Director.

Wealth & Investments / 28-08-25 / Wendy Myers,Ané Craig,Robyn Laubscher and Linda Kleynscheldt

Real-world advice from four of South Africa’s top female financial leaders

"Key reason that women experience higher levels of financial stress is due to a gap in financial literacy, and adjacent to that, barriers to financial inclusion,” says Ané Craig, Head of Fixed Income at PSG Asset Management, while "a lack of…

Wealth & Investments / 20-08-25 / Chris Smit

Stay the course in growth assets, says Discovery Invest CEO, Kenny Rabson

"Now is not the time to be swayed by fears of volatility. Growth assets remain a critical part of any long‑term portfolio, and history shows that stepping away during volatile periods often means missing the rebound," says Kenny Rabson, chief…

Wealth & Investments / 20-08-25 / Tommy Jackson

Ninety One SA Infrastructure Credit Fund attracts R2bn in assets

"The fund's rapid growth to R2.0 billion highlights its relevance and attractiveness in today's market and coincides with the availability of investable infrastructure projects. It's clear that investors are responding to the opportunity to…

Wealth & Investments / 20-08-25 / Chris Smit

Local CIS industry celebrates R4 trillion in assets under management

"The local Collective Investment Schemes (CIS) industry reached the R4 trillion milestone in the second quarter of this year, ending June 2025 with R4.16 trillion in assets under management," says Sunette Mulder, chief of staff at the Association…

Wealth & Investments / 15-08-25 / Duty Editor

Women' Month with Kim Gibb, CEO Prescient Management Co

With nearly two decades of experience under her belt, we caught up with Kim Gibb, CEO of Prescient Management Company who reflects on the lessons she’s learned, the challenges she’s overcome, and the advice she wishes she had received when she…

Wealth & Investments / 15-08-25 / Richard Oldfield

Schroders Group CEO on why the old active vs passive debate is dead

"Investors now want to build resilience into portfolios, and they're looking to do it by diversifying across geographies, styles and asset classes. Many are reducing dollar exposure. This is a noteworthy reversal: the previous reflex at times…

Wealth & Investments / 15-08-25 / Sydney Mhlarhi

Sydney Mhlarhi | Combining dealmaking with strategic stewardship

The role of corporate finance advisory and investment services has shifted in recent years. No longer simply about providing transactional support, these services are increasingly being conducted with the focus on strategic stewardship, writes…