Thabo Khojane, Managing Director, Ninety One South AfricaSouth Africa has faced significant infrastructure investment challenges, from low levels of government funding capacity to investor concerns about governance, to a lack of project pipeline. Now, however, the...
David Knee, Chief Investment Officer, M&G InvestmentsDespite the unexpectedly challenging year 2023 has proved to be so far for South African assets, investment managers have not gone rushing for the exits to seek “safety” offshore. Many view local assets as...
Lebohang Mofokeng, Equities Analyst, Argon Asset ManagementESG has become a mainstream business activity compared to yesteryears when these factors were marginalised against financial performance metrics. Over time, the relevance of ESG for policymakers and...
Conlias Tafadzwa Mancuveni, Head: Implemented Portfolio Solutions, Hollard Investment ManagersIn February 2022, Finance Minister Enoch Godongwana amended the maximum offshore investment limit for Regulation 28 retirement funds from 30% of assets to 45%....
Mike Adsetts, Chief Investment Officer, Momentum InvestmentsThere are periods of time during which it seems that very little changes. The investment industry is one where this is most definitely not the case.On the local front, the relaxation of exchange control...
Chris Lourens, Director, Solve Business Consulting, Member of the CFA GIPS® Standards Promotion Subcommittee In the world of finance, knowledge is power, and trustees of retirement funds hold a significant responsibility in managing assets on behalf of beneficiaries....
Kondi Nkosi, South Africa Country Head, SchrodersOur research shows that buybacks became more widespread in 2022, with some markets narrowing the gap with the US, where they are most common. In this article, we look at what’s driving this trend, why buybacks divide...
Mayuresh Kulkarni, Quantitative Analyst, and Mario Fisher, Head of Quantitative Research, Old Mutual Investment GroupIn today’s world, there is an explosion of the amount and types of data available to the average investor. The consequence is a greater need for tools...
Danie Pretorius, Equity Analyst, Coronation Fund ManagersIn multiple industries and use cases, the energy mix is undergoing structural change. Energy that was historically provided by burning fossil fuels, such as gasoline in transportation and natural gas in...
Sandile Malinga, Co-Head of Multi-Asset, M&G InvestmentsIn the current conditions, diversification in portfolios is especially valuable, and attractive opportunities are presenting in the widely diverging real yields and valuations we are seeing between countries,...
