November 27, 2023
Why stock pickers are set to excel
As inflation persists at higher levels than in the past, market participants are increasingly asking themselves whether the environment is changing in some fundamental way – and what it could mean for their portfolios
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November 22, 2023
Prescient Management Company (PManco) appoints Kim Gibb as CEO
Prescient Management Company (RF) (Pty) Ltd (PManco) has appointed Kim Gibb as its Chief Executive Officer (CEO), effective November 2023. She will be replacing outgoing CEO Meyer Coetzee who has taken on a new strategic role within the wider Prescient group.
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November 22, 2023
Active vs passive: concentrated markets swing the pendulum back in favour of active
At a time when investors are increasing allocating to passively managed strategies at the expense of active, the tables could be set to turn.
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November 22, 2023
CPI for October 2023
As expected, Consumer price inflation accelerated further in October, to 5.9% year-on-year, compared to 5.4% in September. Inflation has steadily crept higher after the July trough of 4.7% and is now uncomfortably close to the upper limit of the SARB’s target range.
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November 22, 2023
Q4 Stock Market Monitor: Alpha opportunities in an unusual cycle
Helen Jewell - CIO, BlackRock Fundamental Equities, EMEA, discusses the outlook for equity markets against the backdrop of continued macroeconomic turbulence.
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November 22, 2023
The latest inflation release and the impact on the next interest rate decision
Statistics South Africa (Stats SA) reported headline inflation (CPI) at 5.9% year-on-year (y/y) for October 2023, a surprisingly large jump from the 5.4% figure reported for September 2023.
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