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Today

Coiled springs

By: Mike Adsetts, Chief Investment Officer at Momentum Investments Taking my mind back to the start of the year and reflecting on the state of the world and markets, the analogy of a coiled spring comes to mind. From a geopolitical perspective, there was the tension of the Russia-Ukraine war and the hope that the...
Today

The 3D reset that will change global investing

By: Kondi Nkosi, Country Head Schroders South Africa  Decarbonisation, demographics and deglobalisation (3Ds) are changing the investing landscape and presenting South African global investors with a new set of investment opportunities. Never believing that ‘this time it’s different’ can be a dangerous mindset for investors. Things can and do change, as global investors are now experiencing...
4 days ago

Investors lose millions due to their switching behaviour

By Paul Nixon, Head of Behavioural Finance, Momentum Investments Although past performance is not a good indication of future returns, it seems to remain one of the main determinants of investment switching behaviour and consequently the dreaded ‘behaviour tax’. This behaviour tax is calculated as the performance sacrificed after switching between one unit trust and...
1 week ago

Planners, Clients, And Investment Managers Building Alignment On Esg

By Gontse Tsatsi, Head of Retail Clients: Old Mutual Investment Group According to The Wealth Report 2022 Attitude Surveys, financial planners think that Environmental, Social and Governance (ESG) investing and generational wealth transfer will have an impact on how their clients invest about 50% of the time. The issues that they felt would influence their...
1 week ago

Add some ‘BMT’ to your clients’ retirement portfolios

By: Martiens Barnard, Marketing Actuary at Momentum Investments In sport, certain players are described as individuals with big match temperament or ‘BMT’. Players with BMT just seem to have the ability to perform well in high-pressure situations, when it is needed most, and their trophy rooms are stacked with the evidence. But when your clients...
1 week ago

Critical investment lessons from 2023

By: JB Smith, Managing Director at Sequoia Capital Management and NMG Asset Execution Executive During a tumultuous year, we’ve witnessed the continuation of ongoing conflicts and the emergence of new ones, with their effects on global financial markets remaining highly uncertain. Take, for instance, the conflict between Ukraine and Russia. Even when examining the data,...
1 week ago

Embracing humility in uncertain times

By: Mohamed Mayet, CEO and Co-CIO, Sentio Capital In investment management, we often hear tales of triumph, strategies that yield exceptional returns, and sagas of financial wizards who navigated the markets with infallible precision. Yet, for those of us who live in the real world of asset management, we understand this isn’t always the case....
1 week ago

The hype around investing offshore is back at the euphoric levels of the mid-nineties – but is it different this time?

By: Sheldon Holdsworth, Old Mutual International Regional Offshore Specialist Offshore investing trends in the mid-1990s differed hugely from today. Fund choices open for South Africans extended to no more than five options, yet almost every application form received allocated the funds, whether on a recuring premium basis or as a lump sum, to asset swap/feeder...
1 week ago

South Africa’s revolutionary journey in ESG investing

By: James George, Compliance Manager, Compli-Serve SA South Africa’s journey towards ESG integration in investment management can be traced back to the late 20th century, leading up to today where ‘ESG’ is a concept commonly known across financial services. The end of apartheid in 1994 marked a new era, with an increased focus on corporate...
2 weeks ago

The problem with a 12% yield

By: Thalia Petousis, Portfolio Manager at Allan Gray The notion of a government bond trading at a 12% yield can sound very appealing, but it poses several issues. The first is for the bond investor. To own a government bond at a 12% yield does not mean one is earning 12% per annum. On the...

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