B2B Central

Investing

24 Mar 2025

Should South Africa be part of your diversified investment portfolio?

By Staff Writer

Despite persistent structural challenges and headline economic data, plenty of opportunities still exist for SA investing, says Thambo Mthwalo, Advisory Partner and Senior Equity Analyst at Citadel. “Negative investor sentiment towards SA does exist but it is also apparent that investors recognise the country’s potential. So, there is still some goodwill toward South Africa as an...
19 Mar 2025

Navigate volatile markets with Marriott’s new portfolio

By Staff Writer

By Scott Cooper, Investment Professional at Marriott Investment Managers In 2024, significant developments across politics, economics and financial markets underscored the unpredictability of the global landscape. Despite the highest interest rates in decades, the anticipated global recession never materialised, highlighting both the adaptability of economies and the challenges of forecasting economic outcomes. Geopolitical uncertainty remains...
17 Mar 2025

Shifting tides: Markets navigate growth slowdown, trade-first policies, and tech scrutiny

By Staff Writer

The performance of the US stock market versus other developed country stock markets has diverged significantly this year as US investor sentiment deteriorates on growing fears of a recession arising from Trump’s trade-first policies, says Peter Mclean, Stonehage Fleming Head of Multi-Asset Portfolio Solutions. The S&P 500 Index has declined close to 6% year to...
17 Mar 2025

How fixed income investors should manage downside risks while targeting high real yields

By Staff Writer

While 2025 looks set to be quite eventful, the promising news for South African investors is that local fixed income markets seem poised to deliver another year of good real returns says Ané Craig, Fund Manager at PSG Asset Management Although we expect investors to benefit from continued positive market dynamics locally, we also anticipate...
13 Mar 2025

The appeal of private assets in offshore markets 

By Staff Writer

By Dino Zuccollo, Head of Investor Solutions, Westbrooke Alternative Asset Management  The art and science of investing lies in connecting capital with opportunities. Wealth creation operates like a two-sided marketplace, where having both capital to invest and assets to invest in, is key to success.   In a world where liquidity has been boosted by accommodative...
11 Mar 2025

Opportunity abounds in an uncertain world 

By Staff Writer

By Siobhan Cassidy, MoneyMarketing Contributor  Donald Trump’s return to the White House has ratcheted up tensions around the world, including among South African investors, who have been jealously eyeing impressive market performance in the US for so long. The experts are feeling the weight of uncertainty too, yet it is hard to find one who...
06 Mar 2025

Playing the Trump card: How to get an investment edge in 2025

By Staff Writer

By Navin Lala, Client Director, Old Mutual Alternative Investments  2024 was the biggest election year in human history where over 70 countries representing more than half of the global population held elections. It is estimated that over 80% of incumbent parties lost voter support in 2024 compared to the previous election, making it a significant...
05 Mar 2025

The power of understanding financial behaviour: How Discretionary Fund Managers free advisers to focus on their clients 

By Staff Writer

By Pat Magadla, Head of Distribution at Equilibrium   In the ever-evolving world of financial planning, advisers are faced with a myriad of responsibilities — managing investments, conducting client reviews, handling operations, marketing their services, and more. Yet, amid these competing demands, the most crucial element can get overlooked: understanding client financial behaviour and motivation.  The...
17 Feb 2025

What you need to know about AMETFs transparency 

By Staff Writer

Actively managed exchange-traded funds (AMETFs) are gaining traction as South African investors seek more dynamic and potentially higher-return opportunities.
10 Feb 2025

Boutiques, not just a shop window on a wider universe

By Staff Writer

Smaller investment firms play a key role in the investment ecosystem and the economy.
06 Feb 2025

A global bond repricing points to deeper changes afoot

By Staff Writer

By Justin Floor, Head of Equities at PSG Asset Management The year has barely started, and it already seems on track to upend expectations and challenge the conventional wisdom. 2025 started with a pronounced spike in US bond yields, continuing a trend that has caught investors’ attention since the US Federal Reserve’s ‘bumper’ 50 basis...
01 Feb 2025

A gentle art, keeping things in shape

By Staff Writer

Mike Adsetts