Retirement systems around the world are undergoing significant transformation as governments, regulators and pension funds respond to ageing populations, fiscal pressures and the growing need to improve retirement outcomes. While each country’s retirement...
The investment landscape has changed Companies are staying private for longer, and many businesses that would once have listed on public markets now remain private throughout much of their growth journey. As a result, a growing share of innovation and value...
A growing portion of the digital content we consume on a daily basis is AI-generated. From articles and code, to customer interactions and even images and video, it’s getting harder to identify what is created by humans and what isn’t. Much of the content is...
Around the world, pension funds are increasing their allocations to private markets as they seek greater diversification, resilient sources of return and access to investment opportunities that are becoming less available through listed markets. From North...
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...