June 11, 2024
You May Already Be Invested In The Next Bull Market
We have slowly started seeing positive signs emerge from China, and this, coupled with some of the cheapest valuations we have seen in our investment careers, has stirred our animal spirits.
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May 14, 2024
What T+1 means for SA fund managers
According to Kim Gibb, CEO Prescient Management Company with compliance deadlines set for 28 May in the US and 27 May in Canada and Mexico, South African fund managers must undertake meticulous preparations across all aspects of the trade lifecycle.
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May 14, 2024
Don’t let financial jargon throw you off your game
Abigail Wilson, Business Development Manager at Morningstar South Africa, who shares some key terms that every investor should be aware of when it comes to their investments, serving as a starting point for novice investors or those who are sometimes left scratching their heads after reading a fund manager's quarterly statement.
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May 14, 2024
Old Mutual Property to European footprint following €150 million IFC investment
Old Mutual Property, a prominent real estate property group fully owned by the integrated financial services giant Old Mutual Group, is set to bolster its presence in Europe following a significant investment boost.
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May 8, 2024
African equity markets deliver a lost decade
Rory Kutisker-Jacobson, fund manager of the Allan Gray Africa ex-SA Equity Fund, discusses the "eventful and volatile" first quarter of 2024 in African markets, highlighting deteriorating current accounts, fiscal deficits, and a shortage of hard currency that led to market liberalization efforts on many currencies.
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May 7, 2024
A big election year globally, but there’s room for cautious optimism amongst investors
Adriaan Pask – Chief Investment Officer at PSG Wealth – says that with interest rate cuts on the horizon, improvements in load shedding, and a recent uptick in commodity prices, it seems like we're transitioning into an environment that could favour a more positive outcome for South African equities.
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