"If we look into the future, we believe that there is significant disruption coming in the South African asset management industry. It will no longer be a case where advisors will simply look at the top 5 biggest funds across asset classes and…
Andrew Williams, Investment Director in the Value Team at Schroders notes that at some point after the global financial crisis of 2008/09, a similar realisation must have hit the managers of countless businesses as quantitative easing brought…
“Over time, we’ve seen investors move between periods of being risk-on, where they are optimistic and gravitate to equities, and risk-off, where they are more fearful and flock to income and interest-bearing assets like cash and bonds. But switching…
"Stock markets have risen to new highs and some of the largest growth companies have powered equity markets while other markets outside the United States are trading at a significant discount to the US and below 15-year medians on most measures.…
"A savvy investor understands the important role of cash when investing, and a cash solution that offers timely access to cash is essential. While you are invested in cash, you also want comfort that your funds are earning returns to contribute…
"Having attracted over a trillion dollars of investment, this article is less about the merits of investing in Bitcoin and more about how to avoid the clear behavioural pitfalls that lie in waiting should you decide to allocate a portion of…
“The investment opportunity set in private markets is growing, and at present is significantly larger than public markets the world over. Institutional investors who have traditionally been allocating capital to only the listed market will need…
"This data proves that our interventions are creating the positive investor behaviour we need as a country. We need to see that change in behaviour if we hope to reduce the proportion of people who end up relying on their families, communities,…
"Following the Covid-19 pandemic, commodities soared, which surprised us all: the expectation was that there would be a more gradual increase in demand. Platinum-group metals went through the roof. Iron exploded. Prices rose across the board,…
"But in this sea of change, the one constant is investors continuing to act contrary to their own best interests. Further evidence of this behaviour has been provided by DALBAR, a financial services market research firm," says Paul Hutchinson,…
"In South Africa, we will have to get through the concerns around the upcoming elections in May before our markets will find sure footing. Foreign investor interest plays a pivotal role in our market performance, and currently, there's a cautious…
General Sir Nick Carter GCB CBE DSO, Strategic Adviser, Duncan Lamont, CFA, Head of Strategic Research and Matthew Michael, EMD & Commodities Product Director at Schroders share views on the reasons behind the escalating risks as well as the…
"We feel these two options will offer a clear choice for those looking for a level of certainty as these options offer a degree of capital protection using proven indexes that package together some of the top performing global companies balanced…
"The crux of the investment case for sustainable food and water is that demand will continue to grow, land usage will become more competitive and food production will become increasingly challenged, by desertification, declining soil quality,…
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