South African investors shouldn’t expect the same level of returns from US markets going forward, given the current state of the S&P 500, where returns are unlikely to match those of the past 10 years….
There is no such thing as straight-line investing
July 26, 2021
Anet Ahern, CEO at PSG Asset Management At a time when many global indices are trading at or near all-time highs, investors are reminded that its wishful to think of any definitive stock market trend…
Stonehage Fleming (“Stonehage Fleming” or “the Group”), the leading independently owned international Multi Family Office, today announces that it has agreed to acquire the Private Client Services business of Maitland, a privately owned global advisory, administration and family…
Anet Ahern, CEO at PSG Asset Management, looks at lessons that might be learnt from the past 15 months The first half of 2021 is already behind us, and it seems clear that this year will be…
Jeanette Marais, Deputy CEO of Momentum Metropolitan Holdings and CEO of Momentum Investments South Africans “taxed” themselves out of R100 million in investment returns as a result of fears around Covid-19. Jeanette Marais, Deputy CEO…
Investors always ask how much of their portfolios should be invested offshore. After many years of analysing this question from different angles, Stonehage Fleming Investment Management in South Africa suggests that all surplus assets should…
A two-speed world
July 15, 2021
Coface Barometer Q2 2021 18 months after the start of the pandemic, access to vaccination is now the main factor setting the pace of people’s daily lives and the global economy. GDP growth forecasts for…
South Africa: Adding another hike for 2021
July 14, 2021
Jeff Schultz, Senior Economist, BNP Paribas South Africa Key messages We have added another 25bp hike to South Africa’s 2021 policy rate profile. We expect the South African Reserve Bank (SARB) to tee up a gradual normalisation cycle…
