"We are excited about the investment in Africa50, as it aligns with our rest of Africa Investment strategy. Africa50's extensive presence and expertise across the continent provides PIC with a valuable opportunity to achieve both financial…
"We have implemented various initiatives within the business which continue to drive significant flows and we will continue to implement on our strategy – expanding our product suite, increasing our market share and ensuring access to indexation…
"As global focus shifts towards environmental sustainability and resilience to climate change, South Africa has a unique opportunity to capitalise on green industries, creating millions of jobs that not only address pressing environmental challenges…
"DeepSeek’s breakthrough challenged fundamental assumptions about AI development costs and computing requirements, undermining the notion that only tech behemoths with billion-dollar budgets could dominate the space," says Tim Terblanche and…
"International diversification remains important and we continue to add to global opportunities selectively, but we believe select local equities still offer potential for further upside despite a good run post the formation of the government…
"The fund’s risk-adjusted returns evaluation focuses on the risk and return potential of company earnings, real estate portfolio quality, capital structure and quality of management. It chooses stocks for both long and short positions and looks…
“This recognition underscores the hard work and dedication of our team and the trust our clients place in us by choosing us as their preferred partner. Our performance at the Spire Awards is a testament to our market expertise, disciplined approach,…
"We recognise that while our clients' decisions involve financial considerations, they are never just about money. They are about the future, family, legacy, and long-term security. Our priority is to have the level of relationship and understanding…
"The uncertainty created by political and geopolitical events does not diminish the opportunities that may be found by overcoming a domestic market bias and gaining exposure to regions, sectors and companies that can thrive amid disruption,"…
"Much is said about the decline of active investing; far less is said about the risks and shortfalls of a passive investment approach. Today's markets could deliver the wake-up call," says Richard Oldfield, Group CEO of Schroders.
“It has been a privilege to serve as Chairman of the Fund. My five years as Chair, which began during the challenges of the COVID-19 pandemic, have been marked by significant growth and transformation. Jolly’s unanimous selection as my successor…
"After a sentiment-driven market re-rating in 2024, we believe the next phase of stock price appreciation will be earnings-driven, favouring companies that can convert improving economic conditions into real revenue and profit expansion. Key…
"The first proposal entails the CIS being treated as fully tax transparent. Capital gains and losses would be allocated to Unit holders on a daily basis and reported to them on an annual basis. This would result in CISs not being subject to…
Sahil Mahtani, Head of Macro Research at Ninety One's Investment Institute, argues that the Trump administration appears willing to tolerate a slowdown to push through structural reform . Weakening indicators, policy changes, and shifting dynamics…
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