B2B Central

Investing

11 Aug 2023

South African’s lack of retirement savings revealed in FNB survey

By Staff Writer

By: Lytania Johnson, CEO of FNB Private Segment and Sizwe Nxedlana, CEO of FNB Private Segment FNB has announced the findings of its inaugural FNB Retirement Insights Survey, the first retirement research of its kind conducted by an integrated financial services provider in South Africa. Against the backdrop of widespread belief that South Africa lacks...
11 Aug 2023

How to get superior returns and lower fees

By Staff Writer

By: Loftie Botha, Portfolio Manager at Momentum Investments Smart Beta products have been enjoying large inflows world-wide for some time now, thanks to their unique positioning between traditional and index funds. While their objective is to deliver benchmark-beating returns, like traditional funds, Smart Beta funds do so at much lower fees. This is possible as...
28 Jul 2023

Still-strong investment case for SA banks despite rising risks

By Staff Writer

By Stefan Swanepoel, Equity Analyst at M&G Investments South African bank shares took a knock in May as the FTSE/JSE Financials Index returned -7.9%, underperforming what was a broadly weaker market. This came on the back of elevated geopolitical risk as a result of growing investor concerns over possible sanctions from the West over the...
28 Jul 2023

How you can invest in future trends

By Staff Writer

By: Jako de Jager, head of retail portfolio solutions at Momentum Investments Do you remember the television programme Beyond 2000 that aired about 25 years ago? And do you remember how fascinated yet sceptical we were about the notion of hover boards and self-driving cars in this ‘futuristic’ series? Most of us probably did not...
28 Jul 2023

M&G Investments launches Global Listed Infrastructure Feeder Fund

By Staff Writer

In response to significant demand from local investors, M&G Investments is excited to announce the launch of the M&G Global Listed Infrastructure Feeder Fund. This new rand-denominated global equity fund will enable South African institutional and retail clients to gain easy access to global listed infrastructure assets and their attractive growth and inflation protection benefits....
28 Jul 2023

What it takes to outperform during periods of extreme uncertainty

By Staff Writer

By: Gregoire Theron, GraySwan CIO To outperform the market in recent years, investors have had to hone their risk management and hedging strategies, increase their focus on asset allocation, and proactively seek out pockets of opportunity. This approach should continue to yield benefits for the foreseeable future as global economic growth remains weak. While it...
28 Jul 2023

Are low-equity funds relevant in today’s investment universe?

By Staff Writer

By Martine Damonse, Investment Specialist, Allan Gray Conventional wisdom suggests that to achieve a better return, one should be willing to take on more risk. But looking at returns across asset classes over the five years to end-December 2022, investors were on a bumpy ride without an obvious reward. It is not surprising that some...
27 Jul 2023

Investing Responsibly Is For Everyone’s Benefit

By Staff Writer

By Gontse Tsatsi, Head of Retail Clients, Old Mutual Investment Group ESG investing – which stands for “environmental, social, and governance” – is an investment philosophy that encourages people to do more with their investments than just make more money. It recognises that finance doesn’t operate within a vacuum and encourages investors to keep environmental,...
21 Jul 2023

Hedge funds: generating returns in a balanced portfolio

By Staff Writer

Hedge Fund Manager Peregrine Capital turns 25 this year. MoneyMarketing spoke to Jacques Conradie: Chief Executive Officer and Portfolio Manager to uncover the secrets to the company’s success. He proudly states that to generate returns better than those in the market, the company understands it has to invest and operate in a manner that is...
21 Jul 2023

National Savings Month: Kicking off an investment journey for our youth

By Staff Writer

July is National Savings Month, a great opportunity for financial advisers to reach out to clients and have valuable discussions. One conversation to consider having with clients is how and when they should start their kids on their own investment journey. Young people have the unique advantage of having time firmly on their side. By...
14 Jul 2023

Positioning portfolios during these uncertain times

By Staff Writer

By: Mohammed Sibda, Portfolio Manager at Momentum Investments Global and local markets have been jittery since the start of the year as investors had to deal with a number of factors. From a global perspective, persistent inflation numbers above central bank targets have resulted in further interest rate hikes across the developed world which in...
06 Jul 2023

What the two POT system means for SA’s self-employed

By Staff Writer

The Two Pot system will offer self-employed people the ‘lifeline’ of accessing a savings portion of their personal pension funds. Never before available to entrepreneurs, the access to funds is likely to impact their taxes, tax liability and future planning. Against this, the imperative for financial advice is clear. Built on the premise that challenging...