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Wealth & Investments

 

Wealth & Investments / 30-06-23 / Chantal Max

Chantal Marx | Eight trading tips for the first-time investor

"It is easy to get lost in all the names available to invest in, but the best place to start is to look at the companies you know. Not to say that every company you know will be a good investment – but it is a good starting point," says Chantal…

Wealth & Investments / 30-06-23 / Chris Smit

Market trends: interest rates, energy transition, and US-Сhinа tensions

"In 2023-2024, the market trends will be influenced by three high-level factors: U.S. interest rates, growing regional competition, and the new energy balance," says OctaFX experts who have analysed their possible impact on the world economy.

Wealth & Investments / 30-06-23 / Chris Smit

Ford’s US retrenchment plans a marker of the costly shift to EVs

"The investment community has said they will not give any value for the old vehicle architecture that historically has been produced and they want these OEMs to produce EV vehicles. And the proof is in the valuations - you see the difference…

Wealth & Investments / 26-06-23 / Adriaan Pask

Adriaan Pask | Managing portfolios as the US market enters the twilight zone

"A slowdown in consumer spending, slowing manufacturing activity, an inverted yield curve, and forward-looking indicators that are signalling large scale bankruptcies, are just a few of the signs that point to a setting sun in the US," says…

Wealth & Investments / 23-06-23 / Keith Wade

Keith Wade | Four reasons why the Fed is struggling to tame inflation

"The decision not to hike this month was largely driven by the desire to monitor the impact of policy tightening to date. As Milton Friedman famously said, interest rates work with long and variable lags,"Keith Wade, Chief Economist & Strategist…

Wealth & Investments / 23-06-23 / Tommy Jackson

SA unveils dedicated green hydrogen fund, the 'SA-H2 Fund'

“Green hydrogen offers huge promise for solving energy challenges for our country and boost our continent’s journey to finding clean energy alternatives. The fund will help many important, large-scale projects get underway, create jobs and stimulate…

Wealth & Investments / 19-06-23 / Sahil Mahtani

Sahil Mahtani | Macroscope: Opportunity knocks when investors lose faith

"The key question for the next 12 months is whether the US-China relationship is getting worse or better: at least three high-level US-China meetings in May 2023 suggest the possibility that things are improving," argues Ninety One strategist…

Wealth & Investments / 15-06-23 / Chris Smit

Sanlam Investments Alternatives Investments team named Africa's best in 2023

“We are extremely proud to have received this recognition of our work in the alternatives space. We are driven by the desire to make a real sustainable difference in the work we do; the jobs we help preserve or create, the small businesses that…

Wealth & Investments / 15-06-23 / Tommy Jackson

Interest rate hikes are over; Where to invest in 2H2023?

"In the second half of 2023, investors should consider the expected decline in inflation and interest rates, which will likely weaken the dollar and strengthen gold. Due to varying monetary policies, such currencies as EUR, JPY, AUD, and NZD…

Wealth & Investments / 12-06-23 / Felix Hermes

Felix Hermes | Is emerging market private equity the most effective way to invest for impact?

"Emerging market private equity investment is in a unique position to bring about measurable change, at scale, and can deliver impact in ways other asset classes cannot," says Felix Hermes – Head of Private Equity and Sustainable Infrastructure…

Wealth & Investments / 09-06-23 / Anet Ahern

Anet Ahern | How a focus on valuations helps to drive long-term returns

"Our process, which includes a focus on the moat (barriers to entry and business model) and quality of management, helps us identify businesses that can compete and take market share from competitors, even if opportunities in their existing…

Wealth & Investments / 07-06-23 / Tau kaVodloza

As inflation remain high, investors can turn to ETFs to protect returns

“ETFs can spread [investor] risk and provide geographic exposure in their portfolios by employing a long-term strategy and a sensible, level-headed attitude. ETFs' accessibility in SA has made it simple for anyone to diversify and expand their…

Wealth & Investments / 02-06-23 / Veronika Giusti-Keller

Veronika Giusti-Keller | The four pillars of impact investing and how they work in the real world

"Economic losses from natural catastrophes were estimated to be around $275 billion in 2022, according to Swiss Re, with more frequent, harsher local climate events relative to past years. The trend is expected to continue" says Veronika Giusti-Keller,…

Wealth & Investments / 31-05-23 / Shelly Nxumalo

What investors should know about emerging markets in 2023 and beyond

"Emerging markets offer the potential for higher growth than developed ones, especially as increasing portions of their populations move into the formal economy and consume a wider variety of goods and services," said Kingsley Williams, Chief…