"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…
“After years of navigating economic headwinds, political uncertainty and shifting investor sentiment, this latest survey paints a picture of an industry that is turning the page,” says Nicola Gubb, SAVCA’s Interim Executive Director.
"Key reason that women experience higher levels of financial stress is due to a gap in financial literacy, and adjacent to that, barriers to financial inclusion,” says Ané Craig, Head of Fixed Income at PSG Asset Management, while "a lack of…
"Now is not the time to be swayed by fears of volatility. Growth assets remain a critical part of any long‑term portfolio, and history shows that stepping away during volatile periods often means missing the rebound," says Kenny Rabson, chief…
"The fund's rapid growth to R2.0 billion highlights its relevance and attractiveness in today's market and coincides with the availability of investable infrastructure projects. It's clear that investors are responding to the opportunity to…
"The local Collective Investment Schemes (CIS) industry reached the R4 trillion milestone in the second quarter of this year, ending June 2025 with R4.16 trillion in assets under management," says Sunette Mulder, chief of staff at the Association…
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