Positive growth surprise but setback to follow in third quarter
September 8, 2021
Sanisha Packirisamy, Economist at Momentum and Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments. Highlights The change in base of comparison led to a large degree of uncertainty around growth…
Stay focused on quality companies that can weather short-term inflationary pressures
September 7, 2021
Scott Cooper, investment professional at Marriott In the second half of 2021 a range of economic factors are front of mind for investors and asset managers alike. Most important perhaps are the shorter-term inflationary pressures…
Weighing up the current attraction of cash investments
September 7, 2021
Mabule Setoaba, Investec In times of low interest rates, it’s important to understand what risks investors are taking on by seeking additional yield. Despite the low rate environment, placing cash with a reputable institution can help investors achieve their goals. Recent events…
Is responsible investing the next bubble?
September 7, 2021
Momentum Investments Definitely not, say investment officers at one of South Africa’s most respected investment firms Responsible investing has been around since at least the 1920s – and research shows sustainable returns Momentum Investment Impact…
Women and infrastructure investing
September 3, 2021
By Yoza Jekwa, CEO: Mergence Investment Managers Mergence Investment Managers recently hosted a webinar on the role women play in infrastructure investing. The panelists were all women who are leaders, pioneers and experts in their…
Adam Bennot, Head of Responsible Investment, RisCura When looking to invest in impact themes, the equity market might seem like a good place to start. Surprisingly, RisCura found that only about 3% of the JSE’s…
Sanlam Investments launches sustainable infrastructure fund
September 2, 2021
Sanlam Investments Sanlam Investments’ mission to become Africa’s premier sustainable and impact investor was accelerated with the launch of the Sanlam Investments Sustainable Infrastructure Fund. The fund, which has launched with commitments of R500-million, plans to…
Santam achieves solid first-half performance
September 2, 2021
Santam Key Performance Indicators for the six months ended 30 June 2021 5% growth in conventional insurance gross written premium (2020: 4%) Net underwriting margin of 6.7% (2020: 4.3%) for conventional insurance Net operating results…
