29 Jan - 2021: What investment themes will we see?

KPMG SA’s Frank Blackmore believes that ‘whereas everybody overseas is basically a price taker, a market taker, Africa can make itself a market maker’.

Danie Dörfling-Kruger from Moore Infinity unpacks Equites Property’s results as it largely exits the UK, PSG Financial Services navigating a tougher trading environment, and Famous Brands continuing to lag Spur. Frank Blackmore, from KPMG SA, explores the shifting investment landscape as investment rather than consumer spending emerges as a key…

Barry Kaganson, CEO of Auria Senior Living, points to the worrying projection that ‘about one in six South Africans will be over the age of 60 by 2050’ – many requiring mental, physical and financial assistance.

A look at China’s stock market struggles as US markets reach new highs, and why South Africa is ill-prepared for its ageing population.

Citadel Fiduciary partner Mbonisi Ndlovu reviews the impacts of the proposed Regulation of Trusts Bill 2026.