The complexities facing investors (and asset managers)
Long gone are the days when asset managers became famous for managing balanced funds comprising 60% equities and 40% fixed income.
Has China finally slid into a debt/deflation spiral?
Although weaker Chinese domestic demand is causing concern, this may not be the start of a long-term economic depression, writes David Rees, Senior Emerging Markets Economist at Schroders.
Copper transformed the way the world works before. It’s about to...
Copper is all around us. The metal is both ever-present and invisible in our world. Copper makes reading the words on this screen possible. And...
SA’s Top Economists
The first prize-giving of the Economist of the Year competition to be held under the auspices of the Bureau of Market Research and Unisa was held in 2022.
Stockholm Syndrome: the short story of Embracer Group
James Corkin recounts the story of a recent successful short position in a high-flying gaming company, and how numerous accounting red flags should have been a warning to the company’s devoted supporters ahead of a major stock price collapse.
Advisers’ Next Big Thing
Ring-fencing future revenue takes early tactics and forethought. For advisers, now is the moment to identify the clients of the future and get them onto the books, says Deon Theunis, Head of Intermediary Support, Sanlam Risk & Savings
Big tech turnaround: What’s behind the recovery?
After dominating stock market returns amid the Covid pandemic, the household names of the US tech sector endured a miserable 2022. In recent months the tables have turned once again, says Kondi Nkosi, South Africa Country Head at Schroders.
Where do we stand now?
The current pace at which the Federal Reserve has increased rates is the fastest it has been in history says, Hannes Viljoen, CFA, CFP®,
CEO and Head of Investments,
Kudala Wealth
Construction hotspots
Infrastructure, renewable energy and hospitality are driving renewed growth in the African construction sector. By John Young
High-net-worth sector rife with opportunity
Wealth management is an ever-changing industry and the businesses and advisers that are adaptable enough to these changes are far better positioned to provide clients with the best advice to manage their wealth, writes Eugene Taljaard, Regional Manager at Momentum Wealth International.
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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.
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