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Update on economic and market progress in 2024
When the election passes, at roughly the same time we expect that energy supply will start to improve, which may spark some interest from foreign investors – PSG Wealth CIO, Adriaan Pask.
Update on economic and market progress in 2024
When the election passes, at roughly the same time we expect that energy supply will start to improve, which may spark some interest from foreign investors – Adriaan Pask, PSG Wealth CIO.
When exactly will it be our time to shine?
Seeiso Matlanyane, head of equities at Prescient Investment Management, looks at the outlook for equity markets.
Where will global rates settle?
All podcasts relating to client content packages.
China – structural and Cyclical challenges present opportunities
All podcasts relating to client content packages.
Investment Alchemy series: Will the local retail sector do better in 2024?
After lacklustre performance in 2023, the sector appears primed to offer investors a more promising return: Arthur Karas – Old Mutual Investment Group.
What are some of the risks in fixed-income markets?
Inflation, counterparty, and liquidity risks are just a few investors need to be aware of: Adriaan Park, CIO – PSG Wealth.
Diving into South Africa's real estate capital markets
JLL Africa's director, Pepler Sandri, shares an authoritative perspective on the current state of SA real estate capital markets, with predictions of future trends.
An exciting year ahead for crypto assets and for crypto arbitrage
Lots of activity around the BTC ETFs offshore, and excitement leading up to the ‘halving’ around April 20. What effect does the demand for crypto and the halving have on the premium? Andrew Ludwig – Currency Hub.
Unintended implications of dying intestate
Protect your legatees and heirs by ensuring there is a well-executed will to simplify and clarify your wishes: Dr Eben Nel – national chairperson of the Fiduciary Institute of Southern Africa.
Assessing current fiscal and political risks to SA markets
OMIG’s Meryl Pick considers how the latest budget announcements could impact global investors’ perceptions of SA as an investment destination.
Global fixed income and how it relates to markets
Ninety One portfolio manager Paul Carr shares thoughts around the Global Diversified Income Fund, and his outlook on fixed income relative to emerging and developed markets.
Understanding faith-based or Sharia-compliant investing
‘In our philosophy, we've got quality at the core, but the businesses must have the ability to grow and they must be priced attractively: Old Mutual portfolio manager Maahir Jakoet.
A leading market analyst’s outlook for 2024
Among the main drivers of volatility to watch out for in 2024 are the outcomes of myriad global elections, so hang tight and be positive: Adriaan Pask from PSG Wealth.
Investment Alchemy series: Why property is on the up again, and investors should stick it out
Investors should look ahead and realise that domestic property, compared to other asset classes, might not be as bad as previously thought: Evan Robins, listed Property Portfolio Manager – Old Mutual Investment Group.
What the 2023 local market returns mean for 2024 investors
If the JSE comes off quite a depleted base, it certainly can be a key tool for you to achieve your financial goals: PSG Wealth head of securities Wendy Myers.
Why a year-end portfolio review with your financial advisor is essential
Before the real festivities of the season begin, there’s one more appointment you need to squeeze in: Wendy Myers of PSG Wealth.
Nelson Mandela Bay’s new R6bn precinct set to boost tourism and local economy
‘We are moving ahead, and we believe this is a great opportunity for investors to have a look at. We know that there is value for public-private partnerships,’ says Luvoyo Bangazi, corporate services executive at Mandela Bay Development Agency.
Investment Alchemy series: Unpacking the key risks and opportunities in markets for 2024
‘We think South Africa is going to go through some tough years, but it'll come out on the other side’: Old Mutual Investment Group CIO Siboniso Nxumalo.
What’s happening in the bond market?
Local bonds are generating equity-like returns, creating an opportunity for investors: Adriaan Pask – PSG Wealth.