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Investing perspectives

A systematic approach to active management

Growth or value? The debate over which of these investment styles is superior has regained energy over the last year, especially in equity markets.

Investing perspectives

Investment opportunities in a changing world

Long-term thematic investments are those that benefit from structural changes to the world in which we live. These themes tend to be long-lived and provide significant performance advantages over time, if correctly identified.

Economics & Markets

The Impact of the Coronavirus, now COVID-19

The novel coronavirus, now referred to as COVID-19, has infected an average of 2 300 people per day since 20 January this year. The number of confirmed cases has risen above 75 000 as at 24 February 2020.

Local assets

On lending to the SA Government

Traditionally, government bonds are referred to as ‘risk-free’ assets. Much of modern financial theory, and indeed, the practical day-to-day workings of financial markets, depend on such a concept.

Economics & Markets

A decade: past and future

Over the past 10 years the world economy has gradually recovered from the Global Financial Crisis
(GFC), growing by a respectable annual average of 3.8% from 2010 to 2019.