“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…
"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…
"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…
“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…
“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…
“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…
"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…
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