Globally the trade war saga prevails, MPs continue to battle over Brexit and central governments deploy liquidity in an attempt to ease the pain. Locally, crooked politicians and Eskom hog the headlines whilst the country eagerly awaits action from the President. Joanne Baynham, Director and Head of Investment Strategy, looks at how markets fared against these conditions and how we positioned our portfolios.
Roeloff Horne, Director and Head of SA Portfolio Management, looks at the evolution of passive solutions and how they can be effectively included into portfolios
Director and Head of Investment Strategy, Joanne Baynham, discusses how politicians are not doing any favours for slowing global growth as well as for growth here in SA
Director & UK Fund Manager, Peter Geikie-Cobb offers his views on some of the larger issues across the macro-economic landscape including Brexit, Trump and monetary policy.
SA Portfolio Manager, Armin Diem, looks at options for SA investors in the slowing local and global economies.
Joanne Baynham, Director and Head of Investment Strategy, looks at the ramifications of the recent abuse of executive power and investing through the turmoil.
Director and Head of Investment Strategy, Joanne Baynham, talks to Lindsay Williams of Strictly Business about the rally in the oil price, the need for fiscal spending and whether value stocks are coming back into play.
Head of Institutional Asset Consulting and Optimization, James Downie, distills the facts about prescribed assets and that worry may be counter productive.
Head of Investment Strategy, Joanne Baynham, discusses strategic asset allocation with panelists from Ashburton, Momentum and Schroders.
In this week’s comment, South African Portfolio Manager Armin Diem, looks at the ability of some South African companies to grow, despite the current challenges facing the country.