Private markets: SA has the opportunity, but not yet the architecture
Expanding access to private assets could broaden investment and funding options, but South Africa must grapple with valuation, liquidity, data, and regulatory challenges.
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Sanlam pivots towards partnerships as active management model shifts
The group says the industry is moving towards customised solutions, prompting it to hand active management to Ninety One and focus on alternatives, distribution, and emerging markets.
SaaS apocalypse: Why I shy away from US business development companies
Large SaaS exposures have helped trigger a pullback in BDC prices and dividends. Ryk de Klerk explains why current yields and NAV discounts may mask a deeper downside.
New Cogence portfolios blend public and private markets for retail investors
The Diversified Markets portfolios introduce a measured allocation to private equity, credit, infrastructure, and real assets alongside listed investments.
Southern Africa’s private equity defies fundraising slump with record deals
The SAVCA 2025 survey shows PE firms powering ahead with R26.6bn in investments, resilient portfolio growth, and a stronger focus on infrastructure, ESG, and transformation despite tougher fundraising conditions.
Rapid growth of Ninety One fund signals rising demand for SA infrastructure debt
The SA Infrastructure Credit Fund has reached R2 billion in assets under management, with over 80% deployed into transport, energy, water, and digital projects.
Private credit’s rise: South Africa’s growing role in a $3 trillion market
Industry leaders at the SAVCA Private Equity Conference unpacked the evolution of private credit, its opportunities, and South Africa’s place in global markets.
Rising risks and rewards: the shift to asset-intensive reinsurance in the insurance sector
As insurers increasingly turn to alternative assets and cross-border reinsurance, industry experts highlight the growing complexities and risks.
