"More realistically, with monetary policy having only turned tight 6-9 months ago ( and now notably so), and given the normal lags involved, we would expect the economy to begin to display meaningful signs of economic weakness in the coming…
Over the last six months, there have been encouraging developments in US inflation, and with no sign of an imminent recession, Johanna Kyrklund, Group Chief Investment Officer and Co-Head of Investment at global investment manager, Schroders…
"Is the new Regulation 28 limit a good thing? What does it mean for financial advisers and their clients, and retirement fund boards of trustees and their members? More choice means a wider range of potential return outcomes, but it also means…
"Private equity is an increasingly attractive area for investors who want to diversify their portfolio. While it is a well-known sector for many institutional investors, it is less so for individual investors," says Richard Damming, Senior Investment…
"Our five new board members were voted in by our members based on their unique individual and collective skillsets, and industry experience gained over a number of years. They join the board at a crucial time, when there is great expectation…
Applying a statistical process called "bootstrapping", investment actuary Joao Frasco, a Fellow of the Actuarial Society of SA (ASSA), simulated a wide range of investment returns drawn from 20-year historical data, creating a wide range of…
"The Russia-Ukraine conflict and a tightening in global monetary conditions have unnerved international investors. This has raised concern that economic development on the continent might pause or even regress. One area where this has not been…
"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,…
"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…
“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…
"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,…
"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.
“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…
"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…
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