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
July 10, 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
July 3, 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
July 10, 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
June 20, 2025

Global slowdown and US-SA tensions put SA growth at risk

Citadel Chief Economist Maarten Ackerman warns that Trump’s tariff policies and strained US-SA relations are increasing recession risks. He urges urgent local reforms to boost growth, warning that SA's economy faces major headwinds amid global uncertainty and declining demand.
Read More