August 15, 2023

Looking to frontier markets for investment return

According to Varshan Maharaj, fund manager of the Allan Gray Frontier Markets Equity Fund, the earnings of companies in frontier markets such as Nigeria, the Philippines and Vietnam, have fared better than expected given these challenging conditions.
Read More
August 15, 2023

Draft guidance notes for banks and insurers on climate-related risks and disclosures

Mirroring other leading financial sector regulators across the globe, South Africa's Prudential Authority (PA) has signaled to banks and insurers that it is time for them to consider and integrate climate-related risks into their business practices, strategy, and management and disclose climate-related risks.
Read More
August 15, 2023

One year on from the Inflation Reduction Act – who are the winners and losers?

The Inflation Reduction Act (IRA) marked the beginning of a new era in the US's decarbonisation efforts. The Act includes hundreds of billions of dollars in long-term incentives and tax credits.
Read More
August 15, 2023

Alternative power supply solutions critical as business confidence thwarted by ongoing energy crisis

David Morobe, Executive General Manager for Impact Investing at the specialist small business financier Limited, who says that the energy crisis has put a damper on South Africa’s post-pandemic road to recovery, and by extension, the growth horizons of many small businesses.
Read More
August 15, 2023

Expecting a 10% equity market decline every 18 months could help investors rest easier

If investors were to understand that markets could fall by about 10% almost every year, they would be more prepared and less likely to panic and make investment mistakes in volatile times like the last few months.
Read More
August 10, 2023

Disentangling risk in S.A. government bonds

Sean Neethling, Head of Investments at Morningstar Investment Management SA offers a comprehensive view on the factors influencing South African bond markets and uncovers potential opportunities for savvy investors amidst changing market conditions.
Read More