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 stronger rand has shifted the focus back to domestic equities and property. Managers leaning into local value and shedding expensive offshore assets are reaping the rewards of this pivot.
The FSCA says prescribed assets will compromise the fiduciary duty of retirement fund trustees.
The AF Infrastructure Impact Fund-of-Funds will invest across multiple sectors, including energy, transportation, and public utilities.
The Cabinet is considering introducing new asset classes to leverage retirement savings for industrial financing.
