CIS industry sees R42.3bn in net inflows as investor confidence rebounds
Assets under management grew to a R3.8 trillion, up 13.7% year-on-year, supported by strong equity market performance.
Assets under management grew to a R3.8 trillion, up 13.7% year-on-year, supported by strong equity market performance.
Jittery investors continue to forego the benefits of remaining invested in equity portfolios over the long term.
Like NHI, BIG has been on the government’s agenda for decades. An analysis shows the extent to which the ANC can look to other parties to support its implementation.
Allan Gray advises against reactive investing, noting that equities, despite their risks, have historically been the best-performing asset class.
A potential leftward shift in policy is seen as the biggest risk to SA equities, followed by weak earnings and sticky inflation, according to the BofA survey.
The market is pricing for an ANC alliance with the EFF or MK, but Ninety One believes the chances of this happening are low.
How foreign investors and rating agencies view the outcome of the general election will affect the direction of bond yields and equity prices.
Not providing tax relief will be a relatively easy way for a cash-strapped National Treasury to collect revenue.