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Assessing current fiscal and political risks to SA markets
OMIG’s Meryl Pick considers how the latest budget announcements could impact global investors’ perceptions of SA as an investment destination.
Global fixed income and how it relates to markets
Ninety One portfolio manager Paul Carr shares thoughts around the Global Diversified Income Fund, and his outlook on fixed income relative to emerging and developed markets.
Understanding faith-based or Sharia-compliant investing
‘In our philosophy, we've got quality at the core, but the businesses must have the ability to grow and they must be priced attractively: Old Mutual portfolio manager Maahir Jakoet.
A leading market analyst’s outlook for 2024
Among the main drivers of volatility to watch out for in 2024 are the outcomes of myriad global elections, so hang tight and be positive: Adriaan Pask from PSG Wealth.
Investment Alchemy series: Why property is on the up again, and investors should stick it out
Investors should look ahead and realise that domestic property, compared to other asset classes, might not be as bad as previously thought: Evan Robins, listed Property Portfolio Manager – Old Mutual Investment Group.
What the 2023 local market returns mean for 2024 investors
If the JSE comes off quite a depleted base, it certainly can be a key tool for you to achieve your financial goals: PSG Wealth head of securities Wendy Myers.
Why a year-end portfolio review with your financial advisor is essential
Before the real festivities of the season begin, there’s one more appointment you need to squeeze in: Wendy Myers of PSG Wealth.
Nelson Mandela Bay’s new R6bn precinct set to boost tourism and local economy
‘We are moving ahead, and we believe this is a great opportunity for investors to have a look at. We know that there is value for public-private partnerships,’ says Luvoyo Bangazi, corporate services executive at Mandela Bay Development Agency.
Investment Alchemy series: Unpacking the key risks and opportunities in markets for 2024
‘We think South Africa is going to go through some tough years, but it'll come out on the other side’: Old Mutual Investment Group CIO Siboniso Nxumalo.
What’s happening in the bond market?
Local bonds are generating equity-like returns, creating an opportunity for investors: Adriaan Pask – PSG Wealth.
Investment Alchemy series: Exploring the opportunity offered by locally managed quantitative global strategies
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.
A crisis of global integration
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.
How to consider your offshore investment strategy
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.
Peregrine Capital’s outlook for coming SA investment opportunities
‘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.
Attracting and unleashing workplace talent
Remote and virtual work opportunities create a novel context for HR practitioners – Hope Lukoto, chief human resources officer at BCX.
Preservation funds: The tricks and potential potholes
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.
The ‘ifs’ to ameliorate SA's power crisis
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.
Has China’s longer-term economic outlook been compromised?
The birth rate in China is not keeping pace with mortality, which will put a damper on productivity: PSG Wealth CIO Adriaan Pask.
Estate planning: Lessons from legal battles after death and divorce
Fisa’s Louis van Vuren on why an ironclad will is vital.
Is there a defensive alternative to global fixed income?
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.