What role can global commercial real estate play in a portfolio?
Kieran Farrelly and Sophie van Oosterom from Schroders examine how advanced private wealth investors are increasingly recognising the advantages of integrating diverse commercial real estate strategies into their portfolios.
Market structures are broken, and value investing is dead
Investing based on the cash flows a company is expected to generate, rather than based on the price one expects the market to pay for the shares of the company, makes as much sense today as it always has, writes Wilhelm Hertzog of Rozendal Partners.
Do You Have a Type?
Capital International Group offers the ultimate suite of investment options with solutions to suit a wide range of client types and investment needs.
The role of credit
Tshepo Shabalala, a Credit Portfolio Manager at Ashburton, shared valuable insights on the role of credit in a diversified investment portfolio. He explained what credit is, how it differs from equity, the differences between listed and unlisted credit, and the basics of assessing credit risk.
Carmel Wealth – investment announcement
Carmel Wealth, a leading South African wealth management firm, is proud to announce a strategic investment from Correlation Holdings, Limited (Correlation) and an increased equity stake from ThirdStream Partners LLC. These investments underscore Carmel Wealth’s commitment to driving future growth and delivering superior outcomes for independent financial advisors (IFAs).
The cost of carbon: an investor’s perspective
Environmental, Social and Governance (ESG) criteria have become a cornerstone of current investment management practices – but there are implications that need to be recognised, writes Professor Evan Gilbert, Research Strategist, Momentum Investments
Life after cash
Remi Olu-Pitan, head of multi-asset growth and income, Roberta Barr, head of value ESG and fund manager, Equity Value, and head of strategic research, Duncan Lamont, discuss how investors should respond to the changing investment environment.
Unit Trust Industry Awards
Join Profile Group as we applaud the top performers and inspire new standards of excellence in fund management!
Do you want to take advantage of the highest first-world interest...
To help investors take advantage of the two-decade-high interest rate in the most tax and cost-efficient way possible, Marriott has launched the Smart International Income Portfolio (SIIP) – a simple, low-cost investment for conservative investors looking to achieve hard currency returns in excess of bank deposits in either US Dollars or Sterling.
Replace luck with fact not feelings
Investing isn’t a hard science like physics with its deterministic equations that can predict outcomes precisely.
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Second surge of savings pot withdrawals
While the savings pot offers members flexibility to manage financial emergencies, Alexforbes urges retirement fund members to carefully assess the long-term consequences of such withdrawals.
Gen Z and Millennials are quietly disrupting the insurance industry
A quiet shift is underway in South Africa’s insurance space as younger generations bring new expectations and behaviours to the market, writes Alain Nathan, Divisional Executive: Commercial and Private at GIB.
Institutional Investment Insights Conference 2025
This conference is specifically designed for senior pension CIOs, asset/liability specialists, DFM’s, multi managers, family offices and trustees.