Mika Adsetts, global chief investment officer of Momentum Multi-management, says that while PPPs are crucial for advancing infrastructure goals, an array of investments is key to scaling these projects.
The price of gold has risen amid geopolitical tensions and buying by central banks, decoupling from traditional indicators such as TIPS and ETFs.
Allan Gray advises against reactive investing, noting that equities, despite their risks, have historically been the best-performing asset class.
The South African Institute of Professional Accountants’ Ettiene Retief provides insights on how individual investors can make smart tax-informed decisions for their investment portfolios.
How your wealth would have changed over the past 20 years if you had implemented various strategies
Discovery Group this week announced the launch of its discretionary fund manager (DFM), Cogence, which will give financial advisers access to portfolio analytics and risk analysis tools developed by the world’s largest asset […]
Retirement funds will be able to invest up to 45% of their assets in infrastructure from 3 January next year, when the amendments to regulation 28 of the Pension Funds Act take effect. […]
Diversification, including offshore diversification, and other basic long-term investing pillars should not be disregarded because of volatility caused by geopolitical events, says Kondi Nkosi, the country head of asset manager Schroders in South […]
Coronation Fund Managers grew its assets under management (AUM) by 11% to R634 billion in the year to September 2021, from R569bn. However, it once again reported a net cash outflow of average […]
Holding Bitcoin is akin to gambling, and private investors should only risk capital in cryptocurrencies that they are theoretically happy to lose, Allan Gray fund manager Thalia Petousis told the asset manager’s recent […]
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
The global pandemic has sharpened South African investors’ focus on environmental and social issues, amid calls for greater sustainability-focused performance data, according to the Schroders Global Investor Study (GIS) 2021. The annual GIS […]
The global pandemic has sharpened South African investors’ focus on environmental and social issues, amid calls for greater sustainability-focused performance data, according to the Schroders Global Investor Study (GIS) 2021. The annual GIS […]
In Allan Gray’s latest Quarterly Commentary, Tamryn Lamb, Allan Gray’s head of retail distribution, distilled some of the points discussed at the asset manager’s 2021 Investment Summit to answer the five key questions […]
“We all tend to live in an ‘either-or’ world where we think we need to choose between two, often opposing, things or outcomes. Peanut butter or marmite? Red or white wine? For simple […]
The COVID-19 pandemic has highlighted the need for emergency savings as a buffer against tough times, but it has also created anxiety and uncertainty for those worried about job security and market volatility, […]
