"While last year’s rerating in local bonds was driven largely by the unwinding of the political risk premium, the drivers of the bond rally in 2025 are materially different. Bonds started the year off on a solid footing, offering attractive…
"The truth is, it's really about knowing yourself and your goals. A conservative investor isn't cautious for no reason - they're protecting the money that matters most. A high-risk investor isn't gambling - they're aiming for growth while accepting…
“Our inaugural Sustainability and Impact report reflects who we are at our core: a purpose-driven investor that believes financial performance and positive impact are not mutually exclusive. It marks the beginning of a journey to deepen accountability…
"For investors seeking offshore exposure, there are a multitude of options available. While direct investment offshore is an option, it is complex and includes multiple tax and regulatory requirements," says Adriaan Pask, CIO, PSG Wealth.
"If you want to limit your rand exposure, consider investing in offshore markets, as this reduces currency risk and enhances investment returns by tapping into a wider range of global opportunities. This approach helps investors to protect their…
"Offshore investments can take many forms, including unit trusts, endowments, and direct stock portfolios. When considering these options, carefully assess whether the product structure aligns with your financial goals over the short, medium…
China is no longer an "emerging market" – it is already the world's largest economy on a PPP basis and home to seven of the world's ten busiest ports. According to Foord Asset Management, which recently hosted South African investors on its…
"The rand's recent strength is closely linked to developments in the US. A weaker dollar, driven by rising debt, expansionary fiscal policy, and protectionist trade measures, has supported emerging market currencies like the rand," says James…
“Over the past 10 years to June 2025, the rand gold price has appreciated 320%, outpacing the MSCI World Index’s total return of 308% and the FTSE/JSE All Share Index’s total return of 161%. At the same time, the ALSI has experienced a dramatic…
"The idea is simple: someone who is pessimistic about the country’s outlook is unlikely to invest in something they believe is tied to that outlook. Conversely, if you are optimistic about the future, you are more likely to take a long-term…
"When looking at future allocations, we focus on performance-driven numbers but also on liquidity. We stay with many businesses and often question how we are still realising exits. And we watch closely how our funds get recycled, because we…
"Policymakers in Washington show little appetite for fiscal restraint. Instead of cutting spending, the reflex has been to stimulate growth through lower interest rates. This lack of fiscal discipline is evident globally and represents a significant…
“China, as the world’s manufacturing hub, has built up an enormous skill base during this period, while that of the US workforce has shifted from manufacturing into financial and technical roles. The US, for example, has completely lost its…
“Consistently making the right choices over the long term is what drives sustained top-quartile performance. It is increasingly about knowing when to take opportunities and when to hold on when markets dip,” says Wessel Joubert, investment analyst…
Insurance Biz is a New Africa Busines News Services (NABNS) publication launched in 2013 to focus on the insurance industry, investments, financial planning, employee benefits etc. It remains a great resource of news for industry professionals, and for those who seek to learn about the financial sector developments.
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