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Market outlook-01
Monthly financial markets outlook | April 2021
We have concluded the first innings of 2021, with reflation assets dominating the playing field and market...
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Crisis come and go
A recent spike in inflation expectations has left many investors guessing how central banks would respond....
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More pain on the cards for long suffering SA consumers?
A recent spike in inflation expectations has left many investors guessing how central banks would respond....
Hurry up , daddy !
ESG
The Just Energy Transition in South Africa - Implications and Opportunities
We exercise our voting rights on behalf of our clients diligently because we believe it is one of the...
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Equities duration: much ado about nothing
A recent spike in inflation expectations has left many investors guessing how central banks would respond....
Market outlook-01
Monthly financial markets outlook | March 2021
November lived up to its reputation of being generous, as it handsomely rewarded long-suffering investors...
Majestic black swan swimming on Lake Rotoiti
A year later: how the global economy is faring
It is now slightly more than a year since the World Health Organisation declared Covid-19 a global pandemic...
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ESG
Our top 5 controversial AGM resolutions for March 2021
Governance issues — appointment of chairs and election of board members — dominated company resolutions...
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Climbing interest rates complicate central banks’ job
A recent spike in inflation expectations has left many investors guessing how central banks would respond....
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Behind the fund: 27four Shari'ah Active Equity Prescient Fund
Meet the team behind this cutting-edge fund and discover why the fund continues to be the Shari'ah equity...
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ESG
Diversity and inclusion in South African asset management
Asset management is one of the most important industries in SA, responsible for safeguarding for overseeing...
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Creating a money smart South Africa
Money Smart Week South Africa (MSWSA) is a financial literacy campaign aimed at motivating and empowering...
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Agrarius - Historical Pricing