As a regime shift takes place, the global economy is on the cusp of a decade of higher capitalexpenditure by companies. Smart manufacturers are poised to reap the rewards of this. Capital expenditure (capex) by corporates is proving surprisingly resilient. We think...
Companies
A crucial era in infrastructure: the case for privately funding SA’s infrastructure crisis
South Africa should be spending at least 30% of GDP by 2030 on infrastructure to promote inclusive economic growth. Unfortunately, spend has tracked well below this target since the early 1980s, and we significantly lag other, faster growing economies in this key...
South Africa’s fiscal handcuffs
Marcus Rautenbach, Principal Investment Consultant, Simeka Consultants and Actuaries Following the National Budget presented by the Minister of Finance to Parliament on 22 February 2023, consensus opinion was that it is a fair budget but that its success...
Investment success in 2023: Don’t play the guessing game
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...
Investment risk from a client’s perspective
Eugene Botha,Deputy Chief Investment Officer, Momentum Investments Risk means different things to different people and to make the most appropriate investment decision for a client, risk must be defined clearly and measured correctly. When...
The challenge of using pension funds to fuel green finance
The challenge of using pension funds to fuel green financeAshley Daswa, Senior Investment Specialist,Sanlam Corporate: Investments The Intergovernmental Panel on Climate Change's latest Synthesis Report is a dire warning that without drastic action, global temperature...
Click to travel
The Covid-19 pandemic was highly disruptive to travel, with wide ranging restrictions resulting in a collapse of bookings.The initial Covid-19 lockdowns were an existential threat for the travel industry. However, once the worst of the restrictions were over, the...
Beating inflation in retirement
Beating inflation in retirement Why guaranteed annuities deserve a place in your financial plan Jaco Pienaar,Business Development Manager, Just SA At the end of March this year, South Africa's headline consumer inflation rose for the second month in a row to 7.1% year...
Maximising retirement income:
How to choose the right investment strategyYour retirement plan should be tailored to your specific circumstances Braam Bredenkamp, Financial Advisor, GraySwanPlanning for retirement is one of the most important financial endeavours of one's life. It is also a rather...
5 critical steps to take now for your dream retirement later
Independence at retirementSaving for retirement means that you do not become dependent on your children or other people when you retire. For your dream retirement, would you not want the freedom to live the life you are currently dreaming of? Having to rely on others...