South African investors have necessarily limited their exposure to global fixed interest bonds over the past several years for two primary reasons: unattractively low yields and the 25% offshore asset restriction for retirement portfolios under Regulation...
To date, 2024 has been another year of surprises in global financial markets, with global equities managing to outperform expectations across many markets. The MSCI World Index (developed markets) returned an impressive 11% over the six months to 12 June 2024 despite...
South African investors have historically been underexposed to global listed infrastructure. However, changes to Regulation 28 of the Pension Funds Act could open the opportunity set for investors seeking to diversify into this unique asset class. The...
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...
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...
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,...
Investment success in 2023:Don't play the guessing game Fabiana Fedeli, Chief Investment Officer:Enquities and Multi -Asset and Sustainability M&G Investments (UK) So far in 2023, global financial markets have experienced some wild swings, dictated by the guessing...