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Finding opportunities in stagflationary times

Slowing growth and rising inflation is a negative combination for both equity and bond markets. Nevertheless, there are opportunities emerging for global equity investors, says Alex Tedder, Head and CIO of Global and US Equities at Schroders

How will the Ukraine crisis affect the energy transition?

We see three main financial market risks resulting from Russia’s illegal and shocking invasion of Ukraine. These will have important consequences for energy transition investors says Mark Lacey, Head of Global Resource Equities at Schroders.

The Research Hive by Momentum Investments

Eugene Botha, Deputy Chief Investment Officer at Momentum Investments, introduces The Research Hive, set up within Momentum Investments to guide and drive industry innovation through resource-intensive collaboration.

When can China relax its zero-Covid strategy?

Much of the world has largely relaxed Covid-19 restrictions following the Omicron wave. A notable exception is China. So when can China emerge from restrictions? While the answer depends on various factors, those monitoring the situation will be looking for clearer signs of a genuine policy pivot, says Mark Ainsworth, Head of Data Insights and Analytics at Schroders.

King Price turns 10, unveils bold expansion plans

Maverick short-term insurer King Price has celebrated its 10th year of doing business by unveiling ambitious growth plans. These include expanding its operations into Denmark and Europe, and launching a fully-fledged life insurance arm.

Planning for the future and preserving wealth in volatile times

Financial journalist Amanda Visser says investing in the right assets and understanding the tax consequences is part of the overall consideration when planning to preserve wealth.
Crunching numbers

Avoid nasty investment habits driven by fear

South Africans are dipping into precious investment and savings reserves to cope. We should avoid investments habits driven by fear, says Janine Horn, Financial Adviser at Momentum Financial Planning.

The time is now

News, updates and insights from Lelané Bezuidenhout, CEO at Financial Planning Institute of Southern Africa.

Adopt a coaching way of being and help your clients solve...

According to Rob Macdonald, Head of Strategic Advisory Services at Fundhouse, for a financial advisor to have a real impact in a client’s life, the first step must be to help the client understand themselves. This helps the advisor and client build a shared understanding of the client’s situation.

Stay the course through market turmoil

In the middle of a crisis the stress can be so overwhelming that our strong emotions crowd out the rational mind. Mike Adsetts, Deputy Chief Investment Officer at Momentum Investments advises that it is far more useful to make decisions in advance, aligned to a clearly defined investment plan, and stay the course.