Urvesh Desai of OMIG outlines the historically overlooked quantitative investment approach for South African investors, an investment approach that underpins the Old Mutual Global Managed Alpha Fund.
The crisis of the 1970s was one of three systemic crises of the 20th century and termed a crisis of industrial society; the current crisis is a crisis of global integration: Ninety One strategist Sahil Mahtani.
The list of important considerations when investing offshore doesn’t stop at what is most efficient from a risk-reward perspective. The decision is far more complex than that – Adriaan Pask, PSG Wealth.
‘Collectively we think there is good traction being made in sorting out load shedding, and the wheels are also starting to turn in getting Transnet back on track” – AJ Snyman, Peregrine Capital.
It's vitally important to ensure that you are invested in the correct allocation and asset classes and that you have low investment fees and charges: Brett Mackay from 10X Investments.
Peregrine investment analyst Nathi Msimango posits that electricity shortages ‘will moderate significantly’ over the next 12 months, and that, by the time elections come through, the ANC will have a higher chance of maintaining its position.
Take a mix of investments where you are getting reasonably predictable resilient income and you're not overpaying for it, reckons John Stopford from Ninety One.
Often discussed in the context of banking or manufacturing or service-based industries, an interesting application case study exists in the military and defence space.
There are some interesting opportunities out there if you take a medium-term view and look beyond the current pain, says David Lerche of Sanlam Private Wealth.
7 Jul 2023
8 min
20 – 40
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