B2B Central

investing

05 Dec 2019

BlackRock takes stock of its 2019 views

By Janice Roberts

By BlackRock Investment Institute. In 2019 the key drivers of global markets have been trade tensions and central bank easing, in our view. We were early to see that a protectionist push would hurt the industrial cycle and business investment — a key reason for our global growth downgrade. And we were correct to say...
05 Dec 2019

The science, magic and journey behind winemaking and investments

By Janice Roberts

By: Francois Lombard, Investment and Savings Specialist from Momentum Investments I would be the first to profess that I am not a wine expert by any means. I would like to think of myself as more of an informed wine snob, fascinated by the complexity and creativity of wine and winemaking. Wine on its own...
03 Dec 2019

Was 2019 a better year?

By Janice Roberts

By Dave Mohr (Chief Investment Strategist) & Izak Odendaal (Investment Strategist) from Old Mutual Wealth Believe it or not, but it is December already. Barring a surprise Christmas rally or a visit from the Market Grinch, we have a reasonably good idea what the calendar year returns for 2019 should be. On one level this...
02 Dec 2019

Why the Ashburton Global Leaders ZAR Equity Feeder Fund is popular with SA investors seeking offshore investments

By Janice Roberts

As economic worries persist and after years of a sluggish JSE performance, many South African are looking for potentially better returns from top performing offshore investments and diversification into hard currency assets.  But some are unable or prefer not to invest in offshore funds. In response, Ashburton Investments has made investing in leading markets hassle free through feeder funds, such as...
29 Nov 2019

Ninety One's new board chosen for independence, diversity and business experience

By Janice Roberts

Investec Asset Management, which is on track to list as Ninety One in the first quarter of next year, pending shareholder approval, today announced the composition of its board of directors. Gareth Penny will assume the role of independent Non-Executive Chairman. He brings a wealth of experience in chairing and serving on public and private...
29 Nov 2019

The evolution of private equity

By Janice Roberts

Private equity (PE) has evolved significantly since the high-leverage era of the 80’s, when financial engineering was the name of the game. While cases of over-gearing do still exist, lumping all PE funds together as “bad” would be a grave disservice to the many funds driving real economic growth and bringing about societal impact at...
27 Nov 2019

How to find inflation beating returns in alternative asset investments

By Janice Roberts

By Ashburton Investments Alternative Asset Management team Private market investing is becoming mainstream in South Africa (SA) as investors shift to assets such as private equity, private debt, real estate and infrastructure. Institutional investors, high net worth individuals as well as regular investors are seeking inflation beating investments after a sustained period of low JSE returns.
27 Nov 2019

The difference between saving and investing

By Janice Roberts

By Jaco Prinsloo, Financial Planner at Alexander Forbes. As the year unwinds and we head into the holiday season, I know what you are thinking. Now is the time to spend and spoil yourself for a year of hard work – however this time of the year gives you a chance to take a moment...
27 Nov 2019

Where next for China A-shares?

By Janice Roberts

By: Louisa Lo, Head of Greater China Equities, Schroders. The rise of China’s A-shares market is a theme that can’t be ignored. Here’s where we’re seeing opportunities in the country.
21 Nov 2019

Female investment clients on the rise in South Africa

By Janice Roberts

A third of Stonehage Fleming investment clients in South Africa are women and the number is growing, according to Reyneke van Wyk, Head of Stonehage Fleming’s Investment Division, South Africa. “The percentage of women in our South African client base today is 31% – an increase of 35% in four years”, he says. “In Johannesburg...
21 Nov 2019

Momentum Metropolitan delivers 'pleasing set of results' for Q1 of F2020

By Janice Roberts

Highlights: Diluted normalised headline earnings, the Group’s primary earnings metric, increased by 9% to R0.9 billion for the first quarter. Diluted normalised headline earnings per share increased by 13% year-on-year. New business volumes, excluding Momentum Corporate, up 12% year on year.
20 Nov 2019

How the Jobs Fund and Ashburton put pension funds to work

By Janice Roberts

A successful partnership between The Jobs Fund, a R9 billion challenge fund that leverages relationships with the private and public sectors to create jobs, and the Ashburton Credit Enhancement Fund (ACEF), saw an innovative guarantee mechanism leverage R679 million in private funding off the back of a R68 million guarantee grant. The resulting matched funding...