A mandate designed for conservative global investors
With the support from higher rates, a conservative multi-asset class fund is an even more compelling option, says Coronation
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
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Stocks for the long run… but what’s the catch?
Neil Padoa (Head of Global Developed Markets at Coronation Fund Managers) discusses equities, their volatility and reveals why they remain the most powerful engine for delivering long-term returns.
Let the main thing remain the main thing
The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald.
How collaboration shapes smarter global investments
Florbela Yates, managing director of Equilibrium, sat down with Gregoire Sharma, senior research and portfolio analyst at Momentum Global Investment Management, to discuss the benefits of working within a truly global investment team, the value of diverse perspectives, and how offshore markets open doors to unique opportunities.
Differential Capital
Headquartered in Bryanston, Johannesburg, and Newlands, Cape Town, Differential Capital was established in 2018 as an owner-managed boutique AI-led asset manager.
Multi-Asset Outlook 2026: Bright beams through stormy seas
Investors keep asking us, is the wild ride over? Unfortunately, we think not.
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