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.
Trustees urged to rethink private markets as impact and returns align
Naleni Govender says retirement funds need a more deliberate approach to private markets, with stronger due diligence, better partnerships, and clearer accountability.
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.
As the DeepSeek dust settles – what have we learned about investing in AI?
Chinese startup DeepSeek unveils a cost-efficient method for training generative AI chatbots, prompting experts to re-examine investment strategies and the future of AI infrastructure.
ASISA rejects proposed ‘dualistic nature’ of CIS portfolios
ASISA warns that reclassifying collective investment scheme portfolios as profit-making schemes will undermine years of established investment policy.
