Gerrit Smit, Head of Equity Management at international family office Stonehage Fleming Growth is structural, value is tactical To compare the merits of value investing over growth investing is to ignore their fundamental differences, according to…
David Rees, Senior Emerging Markets Economist at Schroders Schroders explains the risks to emerging markets from prospective US Federal Reserve quantitative tightening. News that the US Federal Reserve (Fed) is on course to tighten policy…
Five ways to avoid running out of retirement money
January 24, 2022
Lynn Bolin, Head of Communications at M&G Investments Various studies have shown that the vast majority of retirement fund members won’t have sufficient capital to sustain their standard of living in retirement. For many, this…
Rise of the Risk Investor
January 24, 2022
Kondi Nkosi, Country Head for Schroders in South Africa Lifting of local lockdown sees rise of the ‘Risk Investor’, says latest Schroders global investor study As a direct result of the ‘permanent’ lifting of lockdown,…
Simpson Brings 35 Years of International Investment and Academic Expertise to Lead Franklin Templeton’s Global Stewardship, Sustainability and ESG Strategy Franklin Templeton announced the appointment of Anne Simpson as Global Head of Sustainability, a newly-created…
Outlook 2022: Global credit
January 18, 2022
James Molony Fixed Income Specialist at Schroders Credit investors are facing a more nuanced phase as we head into 2022. Fundamentals are strong, but valuations are elevated, and uncertainties are building. Corporate bonds are sitting…
ESG and investment management practices in SA
January 13, 2022
Tatjana Raunich – Investment Manager Research Analyst, Momentum Investments and Jana van Rooijen – Responsible Investment Specialist, Momentum Investments Investment professionals choose to adopt responsible investment principles as guidelines to make sure their business conduct…
Kirstin Govindasamy, Investment Professional at Marriott The South African listed property sector has had a tumultuous 24 months, from being the worst performing sector in 2020 to one of the top performing sectors in 2021. Credit…
