July 2, 2024

Old Mutual Investment Note: Midpoint musings

At the midpoint of 2024, global markets show resilience despite lingering risks. US economic strength leads, supported by robust consumer spending and moderate inflation. In South Africa, political shifts pose volatility, yet economic policies signal gradual improvement and potential for asset class returns.
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September 3, 2024

Is it time to reconsider investing in China?

Philipp Wörz of PSG Asset Management sees attractive opportunities in Chinese and Hong Kong markets despite geopolitical and economic concerns. PSG recently added Hong Kong-listed holdings to its global funds.
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September 3, 2024

ATIDI Posts Record Results Despite Volatile Global and Regional Economic Environment

Despite economic challenges, ATIDI posted record financial results for 2023, with profits up 205% to USD 69.1 million. Their AGM, themed "Empowering tomorrow, enabling investment," highlighted their resilience and strategic growth.
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September 3, 2024

The New New Dawn

Izak Odendaal from Old Mutual Wealth highlights the recent rally in South African assets under President Cyril Ramaphosa's Government of National Unity. Discover the potential economic boost, improved investor confidence, and key reforms fostering optimism despite previous setbacks.
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September 3, 2024

From Graduate to Portfolio Manager: Sajjaad Ahmed's growth journey at Prescient

Sajjaad Ahmed's, a Rondebosch local and Westerford High School alumnus, impressive career at Prescient showcases the potential of tomorrow's leaders. Discover his journey from graduate to Portfolio Manager and his invaluable advice for aspiring financial professionals.
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September 3, 2024

Take advantage of the highest First World interest rates in decades

Scott Cooper, Investment Professional at Marriott, offers insights into the Federal Reserve's interest rate decisions and introduces Marriott's Smart International Income Portfolio. Learn how to capitalize on current market conditions with tax-efficient, high-yield investment opportunities in USD and GBP.
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