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…
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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…
The AI meteor is coming – can South Africa’s job market take the hit?
There was an audible gasp in the audience at the Inanda Club in Sandton when Larry Fink, the CEO of BlackRock, described the impact…
Behind Coronation’s R1.5bn BEE deal
Pension fund trustees, fed up with the slow pace of transformation in South Africa’s asset management industry, have flexed their muscles and threatened to…
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Spar should not be listed on the JSE
Spar is its network of independent retailers. But their rights…
Carpe per diem: how Brics has lost its clout
The gathering of the Brics foreign ministers in New Delhi…
Real Politics: why the ANC can’t afford to lose Ramaphosa
The NEC has closed ranks behind Ramaphosa after the Phala…
The legal problem with Treasury’s new capital controls
New exchange control proposals depend heavily on discretionary approvals and…
