Investing, by its very nature, requires that managers take on some form of risk. However, risk is a complex concept, and how it is defined can impact the decisions fund managers make. PSG Asset Management’s Head of Equities, Justin Floor and Co-CIO John Gilchrist believe the most crucial risk for most clients is not meeting their return objectives over the long term

Each year Schroders’ team of economists helps investors take a truly long-term view with 30-year return forecasts for a range of asset classes around the world. These forecasts are unique because they include the effect of climate change, which is added on top of a set of building blocks to produce our estimates.

Debra Slabber, Portfolio Specialist Director at Morningstar South Africa, that unpacks her three lessons learned from 2023, that every investor should consider in 2024 from a market and investing perspective.

Registrations for the Johannesburg Stock Exchange (JSE)’s investor education programmes are open with the competitions officially kicking off on 11 March 2024.

The Morningstar Awards for Investing Excellence are designed to recognise the industry’s best fund offerings and investor-centric firms as well as those funds and asset managers that have served investors well over the long term and which Morningstar’s Manager Research team believes will be able to deliver competitive risk-adjusted returns over time.

As developed market interest rates show signs of peaking and private market activity has been in a slowdown phase in recent quarters, we see attractive new investment opportunities across private markets.