Residential rental is one of South Africa’s most familiar property markets, but it remains poorly understood from an institutional investment perspective. Part of the misunderstanding comes from familiarity itself. Most people have rented a flat, owned a...
The global security environment is undergoing a profound transformation. As nations rush to modernise their militaries and replenish stockpiles, the defence sector has become a critical area of focus for investors. The growing global need for defence Few...
When National Treasury gave the nod to the SARB for the lower 3% inflation target, with a tolerance band of +/-1%, towards the end of 2025, few would have guessed that its first true test would arrive relatively soon after. The onset of the Middle East...
Every few years the same question returns to the South African investment debate, dressed in slightly different language. How do we direct more of the country’s substantial pool of retirement savings towards the infrastructure the economy so plainly needs?...
For decades, South Africa’s investment landscape has been shaped by an urban-centric mindset. Capital has flowed overwhelmingly to metropolitan areas, while tribal and communal land has often been viewed through the narrow lens of legal complexity rather...
A positioning dilemma for asset allocation: why rising concentration and shifting stock-bond correlations are changing the diversification math for multi-asset portfolios. A handful of shares now set the tone One of the biggest challenges for global...
A market that keeps changing shape Equity indices are extremely dynamic. In the 1990s, the largest companies in the S&P 500 were ExxonMobil, Philip Morris, Walmart and Coca-Cola. Today, the index is led by Nvidia, Apple, Microsoft and the rest of the...
A phone vibrates: a bank notification telling someone that money has been deducted for their pension contribution. By the time they’ve read it, the subtraction has already happened. This moment happens everywhere: in Sandton boardrooms, in Cape Town...
Global markets are navigating an era of heightened uncertainty. Geopolitical fragmentation is reshaping trade alliances; inflation remains structurally higher than in the decade following the global financial crisis; interest rate cycles are less...
Pension fund trustees face a deceptively simple question: is the capital entrusted to you working as hard as it could be? Not just whether it's invested in the right asset classes, but whether the way it's being managed is getting the most out of every rand....
