As South African pension funds continually refine their approaches to long term sustainability, the role of ESG considerations is increasingly in the spotlight. Globally, ESG frameworks are evolving, from more stringent disclosure rules in the EU to ideological...
The need for infrastructure build and repair in South Africa is gaining momentum - none too soon. Large infrastructure spending plans have featured in recent National Budgets, but delivery has consistently fallen short. That's why the announcement by the Minister of...
Helping you deliver better outcomes for your members Your role as a Principal Officer or Trustee is to protect and grow the assets entrusted to you. When used carefully and responsibly, technology can help you fulfil that responsibility. At Argon Asset Management, we...
South Africa's investment landscape is marked by stark challenges: deep rooted inequality, persistent unemployment, and a highly concentrated Johannesburg Stock Exchange (JSE), where the top 10 stocks command over 45% of market value. This concentration, coupled with...
Historically, during periods of high market volatility and uncertainty, investors have turned to gold. In their efforts to safeguard wealth, the precious metal has long served as a de facto safe haven, a role it continues to play to some extent today. Thanks to...
The current landscape for gold shares reveals a critical juncture, as the market grapples with volatility and changing dynamics. What drives the gold price is a widely debated topic. While those drivers have varied in importance throughout its rich history, the...
In this article I will discuss the classification of derivatives when reporting and implications thereon, including the principle of “substance over form” in that context to allow us to see the big picture. Derivatives Investopedia defines derivatives as “a type of...
ESG, impact investing and sustainability is a recent trend in the South African market that is particularly close to my heart. And I'm concerned that these concepts are not properly understood or being utilised appropriately and therefore are prone to...
When coal mining comes to mind, water is typically not the first element that is associated with the industry. However, in South Africa, particularly in regions like Mpumalanga, coal mining operations face an ongoing and complex challenge with water...
A vast and largely untapped region, Africa has, for many years, been heralded as the final frontier when it comes to economic and investment opportunities. Key drivers such as its youthful demographics, increasing urbanisation, consumer demand and ongoing...
