Old Mutual earnings rise as insurance, investments and Africa drive results
Results from operations rose 13% to R9.8bn as insurance profitability improved and investments crossed R1 trillion in assets under management.
#assetmanagement
Investors pull R16.5bn from local equity funds despite 42% ALSI rally
Multi-asset and interest-bearing portfolios dominated inflows in 2025 as South African investors continued to favour diversification.
Retail hedge funds overtake qualified investor funds as industry hits R216bn
Retail investors are increasingly shaping South Africa’s hedge fund industry, driving inflows and pushing retail portfolios into the lead for the first time.
‘Happening at the speed of light’: AI’s impact on portfolios and advice
Jennison’s Mark Baribeau outlines a three-phase AI cycle reshaping markets. Dispersion between the winners and losers will widen – and flexibility will be critical.
Alexforbes named SA Manager of the Year at Raging Bull Awards
Sasfin and Sygnia were the runners-up.
PSG Financial Services announces board leadership change
Founder Willem Theron will step down as non-executive chairperson.
When gold miners become tech giants: a timely lesson in a concentrated market
How to manage money responsibly when 84% of JSE equity performance is concentrated in only a few stocks and investors are tempted by huge rallies and FOMO.
Second-highest quarterly CIS inflows on record in Q3
For the first time since 2020, a meaningful share of the quarterly inflows came from new capital rather than reinvested income.
Coronation grows AUM 14% as outperformance trumps local headwinds
The asset manager lifted revenue by 10%, but headline EPS declined year-on-year once the prior period’s R561m SARS tax recovery fell away.
Treasury urged to retain tax relief for manager-initiated unit trust transactions
ASISA says further consultation is needed to avoid negative consequences for investors and the collective investment schemes market.
Optimum Investment Group takes 40% stake in Obsidian Capital
The deal aims to enhance efficiency, broaden product capability, and deliver greater value for clients.
CIS industry tops R4 trillion as investors ride JSE rally
Only R23bn of the R146.13bn in annual net inflows was fresh capital, yet reinvested dividends and interest helped push AUM to R4.16 trillion.
Report on active and passive portfolios reveals key trends for investors
The Morningstar Barometer shows where active management adds value and where low-cost passive strategies hold the upper hand.
Alexforbes sharpens retail focus as it posts double-digit growth across key metrics
Alexforbes has launched Alexforbes One, its third umbrella fund and first designed for both internal consultants and IFAs, marking a major step in its strategy to strengthen ties with advisers.
Ninety One grows AUM by 4% in ‘another tough year’
Despite net outflows of £4.9bn, positive market and foreign exchange moves added £9.7bn to assets under management in the year to March 2025.
Collective investment schemes post strongest quarterly inflows in years
Despite a turbulent first quarter marked by political discord and trade-tariff shocks, CIS managers attracted R48bn in net inflows – the highest quarterly figure since 2020.
In the age of AI, asset managers face a new kind of intelligence test
As artificial intelligence accelerates a quiet revolution in active asset management, Coronation’s Peter Kempen argues the future lies in blending AI’s speed and scale with human intuition and judgment.
