‘Don’t trap our money’, say South Africa’s money managers
Should the cap on retirement savings invested offshore be lowered to 30%? Asset managers believe that’s misdiagnosing the JSE’s problem…
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Sanlam’s R400bn bet on who picks the pickers
Sanlam’s R400bn handover to Ninety One is a bet that distribution, passive and private markets will outlast running active funds in-house…
Grim truth behind South Africa’s asset management consolidation
Record assets mask a structural flight to safety: as GDP stagnates and investors flee local equities, boutiques are merging not to thrive – but…
Hedge funds go mainstream as retirees seek stability
Hedge funds are shifting from ‘super returns’ to stability. Amplify says retirees and living annuity investors are using them to reduce drawdowns…
BEST OF 2025: Meet investment’s ‘Mr Fix-It’
Stanlib’s Mark Lovett on trial by fire, turnarounds and the role of money managers in a world of technological change…
AI is triggering seismic shifts in asset management
Artificial intelligence may be a disruptive force in the world of finance – but whether it becomes a cautionary tale will depend on how…
The truth behind South Africa’s ‘responsible investing’ hype
A survey by Just Share suggests asset managers’ commitment to responsible investment principles is often deeply superficial…
The robot soccer fundi revamping South African investment
The days of a fund manager staring at a balance sheet then making impulsive decisions based on gut-feel are over, argues Stanlib’s Rademeyer Vermaak…
The AI difference: meet the firm buying the last of Murray & Roberts
Differential Capital’s Vincent Anthonyrajah on the power of prediction, following the data – and his company’s near-death experience…
‘It’s bumpy’: why markets keep surprising us
Markets are moving rapidly, driven by major macroeconomic shifts, a weak dollar and AI. Strategy demands nuance, patience and skill…
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Mining hopes clouded by cadastre concerns
Mining companies are losing patience as licensing system delays and…
Why the Capitec sceptics keep getting it wrong
The bank looks expensive yet keeps proving the doubters wrong.…
I’m going to buy SpaceX; I’m pretty sure I’ll regret it
SpaceX’s IPO looks risky, but sometimes the best stories –…
Fitch upgrade is a starting point, not the finish line
Fitch’s upgrade rewards Treasury’s fiscal discipline, but sustained growth will…
