Manager Watch: Strong year, weaker long-term outlook
Alexforbes’ latest survey shows robust 2025 performance but highlights weaker 10-year returns and rising dispersion in equity returns.
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ASISA report: ownership gains, management equity lags, new targets raise pressure
The misalignment between the FSC benchmarks and stricter government employment equity targets is set to increase the transformation pressure on life offices and asset managers.
An eerie calm before the storm
While index levels look stable through September’s expiries, concentrated option exposures and rising fund-based covered-call strategies create a fragile backdrop for a sudden move.
Survey highlights the role of BEE in shaping retirement fund investments
Alexforbes’ latest annual Manager Watch Survey also shows the trend of increasing allocations to multi-managers.
The rand: more than meets the eye
Ahead of South Africa’s election, foreign asset managers increased their exposure as the 10-year bond yield gap reached 8%. Recent fluctuations, driven by speculative futures and options trading underscore the complex forces at play behind the rand’s performance.
Life offices and asset managers surpass B-BBEE ownership targets
Challenges remain with the representation of black people in executive director roles, ASISA’s latest transformation report shows.
Financial sector transformation: progress, but challenges remain
Life offices and asset managers exceed B-BBEE ownership targets, but face hurdles with employment equity targets, ASISA report finds.
