Mayuresh Kulkarni, Quantitative Analyst, and Mario Fisher, Head of Quantitative Research, Old Mutual Investment GroupIn today’s world, there is an explosion of the amount and types of data available to the average investor. The consequence is a greater need for tools...
Danie Pretorius, Equity Analyst, Coronation Fund ManagersIn multiple industries and use cases, the energy mix is undergoing structural change. Energy that was historically provided by burning fossil fuels, such as gasoline in transportation and natural gas in...
Sandile Malinga, Co-Head of Multi-Asset, M&G InvestmentsIn the current conditions, diversification in portfolios is especially valuable, and attractive opportunities are presenting in the widely diverging real yields and valuations we are seeing between countries,...
Wenchang Ma, Portfolio Manager, Ninety One The reopening of China sparked a wave of positive market sentiment as investors anticipated a robust economic recovery. But over the last few months, we’ve seen optimism waxing and waning due to a fixation on short...
Ashely Daswa, Senior Investment Specialist, Sanlam Corporate InvestmentsThe recently published 2023 Sanlam Benchmark Survey has revealed a significant shift in the attitudes of retirement funds towards utilising their assets to address climate change. The survey...
Izak Odendaal, Investment Strategist, Old Mutual WealthThe post-Covid inflation surge and accompanying jump in interest rates was a global phenomenon. There were a few important exceptions, notably China and Japan, but almost all other economies experienced broad and...
Veenesh Dhayalam, Head of Asset Manager Research, Sasfin Asset ManagersEnvironmental, Social, and Governance (ESG) is by no means the newest catchphrase. It could even be construed as somewhat of a worn out theme. Although it may have not been fully appreciated or...
Chris Lourens, Director, Solve Business ConsultingIn the fast paced world of asset management, accurate representation of performance is crucial for both asset managers and potential clients. Enter the Global Investment Performance Standards (GIPS®), a set of...
ESG, sustainable and impact investing practices and standards are continuously evolving, making it challenging to keep up with their fast changing appearance. This article highlights 10 crucial areas for retirement funds to explore and assess how their investment...
Richard Firth, CEO, MIP HoldingsFTX, a major cryptocurrency exchange, and FTX.US, its American branch, filed for Chapter 11 bankruptcy on 11 November 2022. This is not the only disturbance to hit the extremely volatile cryptocurrency market – a market that has...
