How many investors actually outperform?
November 23, 2021
Magwitch Offshore Have you ever sat in traffic looking at the lane next to you with envy, convinced that they’re the only ones making progress? After a few moments of consideration, you make the decision to switch…
Momentum Investments expands offshore investment offering with the launch of two new global equity funds
November 23, 2021
Aimed at South African investors, the new funds will help local investors diversify their portfolios even further While international overseas travel may have been on the decline over the past 18 months due to the…
The divided Committee draws a line in the sand, but gradually
November 19, 2021
Thalia Petousis, portfolio manager at Allan Gray At the November meeting of the Monetary Policy Committee (MPC), South Africa’s repo rate was raised by 25 basis points (bps) to 3.75%. The recent dissenting rhetoric coming from…
How to do long term
November 18, 2021
By Morgan Housel “Nothing will ever separate us. We will probably be married another ten years.” – Elizabeth Taylor, five days before filing for divorce Long-term thinking is easier to believe in than accomplish. Most…
JSE Investor Services acquires several new clients as it marks its first anniversary
November 18, 2021
JSE Investor Services (JIS), a wholly owned subsidiary of the Johannesburg Stock Exchange (JSE), has recorded giant strides just 12 months after the bourse decided to incorporate it as part of its inorganic growth diversification strategy. “The corporate…
Majority of SA institutional investors to increase private assets over next 12 months
November 18, 2021
Schroders The vast majority of local and global institutional investors plan to increase their private assets exposures over the next 12 months amid a growing focus on the benefits of diversification, the Schroders Institutional Investor Study 2021* has found. …
SA institutional investors should look beyond Naspers for exposure to mainland China
November 18, 2021
RisCura RisCura’s Orient Opportunities China Equity fund has surpassed R13.2bn under management, having just celebrated its third anniversary. This makes it one of the largest, institutional multi-managed China equity funds globally. The fund allows institutional investors,…
CPI for October 2021
November 17, 2021
Luigi Marinus, Portfolio Manager at PPS Investments Consumer price inflation increased by 5.0% year-on-year as at the end of October 2021, which was unchanged from the previous month. Inflation now averages 4.3% for the first…
