CIS industry sees R42.3bn in net inflows as investor confidence rebounds
Assets under management grew to a R3.8 trillion, up 13.7% year-on-year, supported by strong equity market performance.
#generalelection
Unit trust outflows hit R6bn, but market performance pushes AUM higher
Jittery investors continue to forego the benefits of remaining invested in equity portfolios over the long term.
Can the basic income grant be dismissed as simply ‘a vote-catching ploy’?
Like NHI, BIG has been on the government’s agenda for decades. An analysis shows the extent to which the ANC can look to other parties to support its implementation.
Investors should anchor on long-term strategies amid election uncertainty
Allan Gray advises against reactive investing, noting that equities, despite their risks, have historically been the best-performing asset class.
Fund managers anticipate post-election rally in local equities
A potential leftward shift in policy is seen as the biggest risk to SA equities, followed by weak earnings and sticky inflation, according to the BofA survey.
Ninety One’s Value Fund positions for ‘good outcome’ to the election
The market is pricing for an ANC alliance with the EFF or MK, but Ninety One believes the chances of this happening are low.
SA stocks and long-term government bonds are cheap, but not excessively so
How foreign investors and rating agencies view the outcome of the general election will affect the direction of bond yields and equity prices.
Budget 2024: No inflation-related adjustments to the tax brackets?
Not providing tax relief will be a relatively easy way for a cash-strapped National Treasury to collect revenue.
