Kganyago: Stop betting on sports and start betting on growth
The SARB’s governor argues the country knows how to revive the economy; the real test is whether it has the resolve to implement the necessary reforms.
Investment
Why investors are watching South Africa’s municipal elections
BLSA’s Busisiwe Mavuso says functioning municipalities are becoming as important to economic growth and investor confidence as energy and logistics reforms.
OUTsurance expands trading options with A2X secondary listing
OUTsurance will join South Africa’s alternative exchange from January, giving shareholders an additional platform to trade its shares with lower fees and extra liquidity, says A2X CEO Kevin Brady.
Building South Africa’s future: can infrastructure investment overcome regulatory hurdles?
Mika Adsetts, global chief investment officer of Momentum Multi-management, says that while PPPs are crucial for advancing infrastructure goals, an array of investments is key to scaling these projects.
Bullish on gold
The price of gold has risen amid geopolitical tensions and buying by central banks, decoupling from traditional indicators such as TIPS and ETFs.
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.
Unpacking the tax implications for investments
The South African Institute of Professional Accountants’ Ettiene Retief provides insights on how individual investors can make smart tax-informed decisions for their investment portfolios.
Should you use your excess savings to pay your mortgage or invest in the stock market?
How your wealth would have changed over the past 20 years if you had implemented various strategies
Discovery’s new DFM aims to capitalise on offshore investment opportunities
Discovery Group this week announced the launch of its discretionary fund manager (DFM), Cogence, which will give financial advisers access to portfolio analytics and risk analysis tools developed by the world’s largest asset […]
National Treasury publishes final amendments to regulation 28
Retirement funds will be able to invest up to 45% of their assets in infrastructure from 3 January next year, when the amendments to regulation 28 of the Pension Funds Act take effect. […]
‘Geopolitical tensions shouldn’t mean diluting your offshore exposure’
Diversification, including offshore diversification, and other basic long-term investing pillars should not be disregarded because of volatility caused by geopolitical events, says Kondi Nkosi, the country head of asset manager Schroders in South […]
Coronation reports another year of net outflows
Coronation Fund Managers grew its assets under management (AUM) by 11% to R634 billion in the year to September 2021, from R569bn. However, it once again reported a net cash outflow of average […]
Should asset managers own Bitcoin on behalf of clients?
Holding Bitcoin is akin to gambling, and private investors should only risk capital in cryptocurrencies that they are theoretically happy to lose, Allan Gray fund manager Thalia Petousis told the asset manager’s recent […]
Which stock markets look cheap for SA investors?
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
Which stock markets look cheap for SA investors?
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
‘Most SA investors see environmental and social issues as important’
The global pandemic has sharpened South African investors’ focus on environmental and social issues, amid calls for greater sustainability-focused performance data, according to the Schroders Global Investor Study (GIS) 2021. The annual GIS […]
‘Most SA investors see environmental and social issues as important’
The global pandemic has sharpened South African investors’ focus on environmental and social issues, amid calls for greater sustainability-focused performance data, according to the Schroders Global Investor Study (GIS) 2021. The annual GIS […]
