As South Africa prepares to celebrate three decades of democracy amid a potential election upset and shifting global political landscape, Alexforbes believes that there are windows of opportunity that fund managers can take advantage of to find value for their...
Markets had a strong run in the final weeks of 2023 as investors rushed to price in a monetary policy pivot - in the form of anticipated rate cuts - from central banks. That has left valuations looking stretched across asset classes. But it is already clear that 2024...
Investors have an important role to play in creating a better South Africa. Investing with sustainability as fundamental consideration is key in shaping a future in which we want to retire. There is an increasing awareness that how these investments are directed can...
Investors, envisioning a route away from a deeper or more prolonged recession, are nevertheless still likely to grapple with a moderation in global economic activity in 2024, driven by the ongoing repercussions of tight monetary policies, constrained government...
Contrary to what many pundits had anticipated, most equity markets ended 2023 in strong positive territory. Investor confidence and sentiment were lifted by the increasing belief that interest rates had reached their peak and a US recession seemingly averted, with...
In European mythology, dragons breathe fire and terror; in Chinese mythology, water and prosperity. As China celebrates its year of the dragon, that difference in perception sums up the debate about China’s long term structural challenges. We tend to side with those...
Just over a year ago we were all enthralled by the emergence of a technology that promised to disrupt all facets of our lives. What started as a live social experiment of opening large Natural Language Processing (NLP) algorithms, in the form of ChatGPT, to answer the...
South Africa (SA)’s private education industry (schooling and tertiary) is an attractive space with good fundamentals and above average growth prospects. Its listed education groups (ADvTECH, Curro, STADIO) deliver quality education and are defensive businesses with...
Thabo Khojane, Managing Director, Ninety One South AfricaSouth Africa has faced significant infrastructure investment challenges, from low levels of government funding capacity to investor concerns about governance, to a lack of project pipeline. Now, however, the...
David Knee, Chief Investment Officer, M&G InvestmentsDespite the unexpectedly challenging year 2023 has proved to be so far for South African assets, investment managers have not gone rushing for the exits to seek “safety” offshore. Many view local assets as...
