Markets and Investment

The Markets & Investment community of South Africa South Africa Investment Management news

  • A systematic approach to ESG investing imperative to manage costly trade offs
    on September 18, 2020 at 10:06 am

    Mike Adsetts, deputy chief investment office, Momentum Investments</span>With Covid-19 having accelerated the need for socio-economic development, sustainability and societal impact continue to gain traction and recognition among the investment management and investor communities alike.Read more... | Send to a friend

  • Shun equities at your peril
    on September 17, 2020 at 8:26 am

    Anet Ahern, CEO, PSG Asset Management</span>The most recent figures released by the Association for Savings and Investments South Africa (Asisa) show a historic influx of investment into local unit trusts over the last quarter. In fact, this is the highest net quarterly inflow on record, at R88bn. Of this amount, around R44bn was invested by individual investors, and a big portion of that was brand new money that had not been invested before.Read more... | Send to a friend

  • SA investors expect higher future returns despite Covid-19 shock
    on September 14, 2020 at 2:06 pm

    Kondi Nkosi, South Africa country head, Schroders</span>Even as Covid-19 halted the longest economic expansion on record and plunged the world into deep recession, South African investors expect to make an average annual total return of 12.67% - almost 2% higher than the global average predicted returns of 10.9%.Read more... | Send to a friend

  • #PulpNonFiction: Beware of permanent solutions for temporary problems
    on September 7, 2020 at 9:00 am

    Bronwyn Williams highlights her key learnings in Lionel Shriver's The Mandibles: A Family, 2029-2047 and Edward Snowden's Permanent Record to emphasise that as we submit to further infringements on our privacy, freedom of speech, and freedom of movement in the effort to stop the spread of Covid-19, we must ensure that emergency measures designed to fight a temporary crisis do not become a permanent feature...Read more... | Send to a friend

  • Time for SA to put proactive and ambitious relief measures in place
    on September 3, 2020 at 12:15 pm

    South Africans are paying a high price for the prolonged lockdown and consequent devastation of the local economy with levels of emotional distress nearly as high as at the start of the lockdown five months ago.Read more... | Send to a friend

  • Harnessing the power of ESG risk premia in systematic investing
    on September 3, 2020 at 5:27 am

    Jessica Phalafala, quantitative analyst at Prescient Investment Management</span>Socially responsible investing (SRI) has undergone a profound evolution since its origins in colonial America, where religious groups abstained from investing their endowment funds into anything associated with the slave trade. Centuries later, it transformed into mutual funds screening out investments that were directly or indirectly associated with gambling, alcohol and tobacco.Read more... | Send to a friend

  • JSE is bouncing back from Covid crisis
    on September 2, 2020 at 9:02 am

    Leila Fourie, CEO of the JSE</span>The Johannesburg Stock Exchange has proved itself remarkably resilient during the global Covid-19 crisis. So much so that the JSE All Share Index is not just in positive territory, but on a like-for-like basis, it is producing better returns than it did at this time last year despite enduring some of the most volatile trading times in recent history.Read more... | Send to a friend

  • Green and social bonds in the light of Covid-19
    on September 2, 2020 at 4:16 am

    Michael Ridley</span>In 2019, 479 green bonds were issued by companies, governments and financial organisations, up from 382 in 2018. But now with global economies facing the threat of recession due to the Covid-19 pandemic, will a concern for the environment, and interest in green bonds, fall sharply? We think not, for a number of reasons.Read more... | Send to a friend

  • Women in leadership leaving a legacy
    on August 28, 2020 at 9:25 am

    Interview with Deenisha Nadesan, director at Capital Legacy Fiduciary Services - South Africa's leading provider of willsRead more... | Send to a friend

  • Looking beyond the corona crisis
    on August 25, 2020 at 9:06 am

    Justin Floor, fund manager, PSG Asset Managment</span>Over the past few months, the epicentre of the Covid-19 outbreak has shifted. In the early days, governments around the world hoped that by acting decisively, the outbreak could be put behind us swiftly. This has not proven to be the case and the disease has shown itself to be a truly global pandemic. The implications are severe, and likely to endure way beyond what was initially hoped.Read more... | Send to a friend