June 12, 2025
Global capital flows and the great rotation into emerging markets
Nathan Chandler, Assistant Portfolio Manager at Schroders, highlights a shift away from US assets that could favour emerging markets. With global portfolios heavily skewed towards US equities and the dollar, changing policy dynamics and emerging market fundamentals, like strong external balances, high real interest rates, and undervalued currencies, signal a new era of capital reallocation and opportunity.
Read More
June 9, 2025
China’s misunderstood advantage is key to unlocking value in a low-growth world
Despite global scepticism, China is rapidly innovating across AI, semiconductors, EVs, and robotics. Foord’s Jing Cong Xue unpacks why investors are undervaluing China’s tech-driven growth—and why this mispricing could present one of today’s most compelling investment opportunities.
Read More
June 9, 2025
The Stock Market is not the Economy
Despite sluggish economic growth, the JSE All Share Index reached record highs. Izak Odendaal unpacks why markets can rise even as economies falter—highlighting global shifts, policy changes, investor sentiment, and a renewed outlook for South African equities.
Read More
June 9, 2025
Build environment an emissions heavy hitter
Tom Walker of Schroders explores how sustainable real estate, addressing emissions and social impact, drives strong financial returns. By integrating innovation, refurbishment, and data-driven strategies, sustainable properties deliver higher occupancy, lower costs, and resilience—transforming environmental responsibility into portfolio growth.
Read More
June 5, 2025
Low growth doesn’t mean no growth: Three standout local equity stories
Despite South Africa’s economic headwinds, Foord Asset Management sees long-term value in overlooked equities. At its latest webinar, Portfolio Manager Wim Murray spotlighted Capitec, Tiger Brands and WBHO as examples of market share winners, self-help stories and last-man-standing opportunities.
Read More
June 5, 2025
How investors can strategise for consistent and thoughtful investments
PSG Wealth CIO Adriaan Pask warns that speculation and overreach—fueled by trading apps and leveraged products—are eroding investor discipline. He urges a return to long-term, goals-based plans and highlights patience, research, and risk awareness as essential to lasting success.
Read More
