What’s Next for the Emerging Market Recovery?
July 1, 2021
Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity Emerging market (EM) equities have continued their ascent so far this year, though the pace has moderated from the momentum of 2020. EMs in general…
Coface Remote work has emerged as a new norm during the Covid-19 pandemic. As we emerge from the crisis, this cultural shift could allow companies located in developed countries to hire teleworking talent in emerging…
Understanding Cyclical Stocks
July 1, 2021
Ryan de Kock, Senior Analyst, Stonehage Fleming Equity Management South Africa Ongoing vaccination efforts and economic re-opening have seen the global economy well-positioned for a substantial pickup in growth for the remainder of 2021 and the…
Adriaan Pask, Chief Investment Officer at PSG Wealth As global economies continue to recover, available data suggests that the tide may be turning toward emerging markets (EMs), while developed markets (DMs) slowly fall out of…
Momentum Investments, together with majority owned subsidiary, Eris, won the “Residential” category at The South African Owners Association (SAPOA)Property Development Awards for Innovative Excellence. This prestigious award acknowledges some of the most remarkable man-made environments that…
FSCA comments on Africrypt (Pty) Ltd
June 25, 2021
The FSCA confirms that it is aware of the concerns regarding investments made by the public in Africrypt (Pty) Ltd. and that we are continuing to investigate complaints for indications of whether or not a…
CPI probably peaked in May, monthly inflation muted
June 24, 2021
Johann van Tonder, Economist at Momentum and Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments. Highlights May’s year-on-year (y/y) headline consumer price inflation (CPI) rate increased to 5.2% from 4.4% in April….
Multi-asset funds can help to avoid selection risk
June 24, 2021
Adriaan Pask, CIO, PSG Wealth Selecting the wrong time and the wrong fund to invest in is something that happens daily. Industry flows and years of research show that investors habitually chase performance and are…
