asset classes Archives

22 Jul 2021

Sculpting an ‘optimal’ strategic asset allocation for the future

By Staff Writer

Staying invested often sounds easier than it really is, due to our inherent desire to control our investment outcome. The problem is often that the focus becomes too short term, risk is not clearly defined or understood and we get swayed by our emotions, making it an increasingly difficult task to stick to a strategy that is designed for the longer term.

13 Jul 2021

The Navigator – Anchor’s Strategy and Asset Allocation, 3Q21

By Staff Writer

The global environment has been favourable with accommodative monetary policy from major central banks, higher commodity prices, and positive emerging market sentiment as we rebound from the COVID-19 crisis of 2020, says Anchor Capital in its Strategy and Asset Allocation, 3Q21 Review.

30 Jun 2021

Who should use bond funds?

By Staff Writer

The job of an asset allocator is often agonising. In search of the holy grail, where their carefully selected combination of asset classes or funds produce superior returns with limited volatility, they must simultaneously comprehend the market’s many moving parts.

09 Jun 2021

Appetite for offshore investing increasing

By Staff Writer

“We live in a global village and as such we’ve seen increased appetite from investors for moving money abroad,” Jeanette Marais, Momentum Investments CEO and Deputy CEO of Momentum Metropolitan, told the recent Momentum Investments Global Matters conference – an annual event aimed at equipping advisers with insights to enhance discussions about offshore investing.

19 Apr 2021

Registration is now open for The 2021 Virtual Investment Forum

By Staff Writer

Registered financial advisers can now register for the Collaborative Exchange’s 2021 Virtual Investment Forum. Now in 11th year of existence, the Investment Forum is South Africa’s premier thought-leadership event for professional financial advisers. Some of the brightest minds in investment management from across the globe will address the 2021 event that will be held virtually....

10 Oct 2019

How you can prepare for tougher markets

By Janice Roberts

By: Johanna Kyrklund, Chief Investment Officer and Head of Multi-Asset Investment, Schroders We know that a combination of economic, market and regulation challenges are likely to make navigating the future more difficult than the past. Here, I suggest a way that pension funds can overcome these challenges, based on my experience of multi-asset investing.

19 Sep 2018

Top three tips for investing in a recession

By Janice Roberts

The recent announcement that South Africa is in its first technical recession in nine years has dominated conversations from the newsroom to the watercooler. However, according to Herman van Papendorp, head of investment research and asset allocation at Momentum Investments, there’s really nothing technical about a recession and investors should stick to the basics to...