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Wealth & Investments

 

Wealth & Investments / 06-10-23 / Shelly Nxumalo

FNB launches capital-protected structured investment solutions for individual clients

"In line with our goal-based philosophy, we are now offering our individual clients more opportunities to invest their money in a way that balances the potential for competitive returns with effective protection of capital," says Sizwe Nxedlana,…

Wealth & Investments / 06-10-23 / Lyle Sankar

Lyle Sankar | Fixed income investor FAQ: avoid overpaying for ‘safe’ assets, and think independently

"The question investors should be asking themselves is whether the SARB will continue to hike the repo rate with the latest inflation print being 4.7%, below expectations of 4.9%, and with other emerging markets beginning to cut rates," writes…

Wealth & Investments / 15-09-23 / Sisanda Ndlovu

Energy and infrastructure investments top 2023 Private Equity Survey

“We are encouraged by the positive sentiment in the market, with a sizable number of respondents expressing optimism that the remainder of 2023 will see a healthy amount of deal flow," says Tshepiso Kobile, CEO at the Southern African Venture…

Wealth & Investments / 15-09-23 / Chris Smit

Ninety One launches Global Diversified Income Fund as investor appetite for yield grows

"The deceleration in headline inflation globally is underway, which is a strong tailwind for fixed income investments. The disinflationary trend will allow global central banks to pause tightening cycles earlier while growth remains resilient,…

Wealth & Investments / 15-09-23 / Shelly Nxumalo

OMAI fuels youth empowerment with R400m injection

"South Africa's youth are at the heart of this transaction. It's about the significant impact that a deal of this size will unlock for South Africa's future," says Mujaahid Hassan, Co-Head of Hybrid Equity at Old Mutual Alternative Investments. 

Wealth & Investments / 12-09-23 / Sisanda Ndlovu

Momentum Metropolitan acquires RMI Investment Managers

“Over the last eight years, our focus has been on the affiliate strategy, which involves identifying the best boutique investment talent in South Africa and investing in their businesses without interfering. We aim to offer strategic guidance…

Wealth & Investments / 08-09-23 / Tau kaVodloza

Local CIS industry statistics reflect a tough second quarter for investors

"We were not surprised to see investors tapping into their investments because during the second quarter, the repo rate increased by 0.5% to a 14-year high of 8.25%, placing an additional burden on consumers servicing debt like home loans and…

Wealth & Investments / 08-09-23 / Raffaele Savi,Jeff Shen and Yaki Tsaig

How Artificial Intelligence is transforming investing: BlackRock Systematic

"Our models are trained on a smaller set of data inputs but are expected to deliver a high level of accuracy in performing the specific task that they’ve been trained and fine-tuned for," says Raffaele Savi, Jeff Shen, & Yaki Tsaig, at BlackRock…

Wealth & Investments / 08-09-23 / Ané Craig

Ané Craig | Navigating a stormy investment environment - focusing on the right factors

"The well documented economic challenges and ailments mean that our ‘economic vessel’ doesn’t seem very seaworthy, to both local and foreign investors. These challenges include load shedding and the toll it takes on economic growth, the spectre…

Wealth & Investments / 01-09-23 / Chantal Max

Chantal Marx | What our female clients are invested in on the JSE

"It is important to note that we still have a lot more men than women with share portfolios – only 25% of our Share Invest client base who disclosed their gender are women. This is in-line with global norms and, although the balance has improved…

Wealth & Investments / 01-09-23 / Alex Monk

Alex Monk | Reasons to ignore near-term challenges for energy transition market

"Three main factors have contributed to this trend: continued inflationary pressures and supply chain disruptions; tightening financial conditions by central banks, and easing demand in certain end-markets such as residential solar and electric…

Wealth & Investments / 28-08-23 / Mariska Redelinghuys

Mariska Redelinghuys | Trusts remain an effective family financial planning tool, despite stricter tax controls

"Despite having fallen out of favour in recent years due to the implementation of stricter measures to prevent tax avoidance, trusts are still one of the most effective estate planning tools for families, even more so when you take family pricing…

Wealth & Investments / 11-08-23 / Chantal Max

Chantal Marx | What makes women better investors

"It is difficult to generalise or to ascertain if this is idiosyncratic, but there are some key characteristics that women tend to possess that may account for their outperformance in the market," says Chantal Marx, Investment Research Head,…

Wealth & Investments / 11-08-23 / Duty Editor

Behavioural biases driving investment decisions

Adam Bulkin, Head of Global Portfolios at Sanlam Investments Multi-Manager says the dot-com bubble was a real-life example of behaviours such as herding, confirmation bias, regret avoidance and recency bias which, combined, led to poor investment…