Market and economic wrap - SA Inc on a high as euphoria sets in over the establishment of a government of national unity
South Africa’s Government of National Unity has sparked optimism, driving a 3.5% surge in the JSE, with good performance from retailers and the financial sector. The rand strengthened, signaling poten...
19 Kesä 20246min
Our Flagship Fund Range | Opportunity in focus: Navigating China’s investment landscape
In our latest Investment Insights podcast, Mohini Naidoo is in conversation with Steve Minnaar, Portfolio Manager at Abax Investments, about the investment opportunities they are seeing in China, foll...
10 Kesä 20247min
Market and economic wrap: SA citizens wait on tenterhooks as coalition talks get underway
In this episode, we explore critical developments shaping South Africa’s economy and global markets. The 2024 National and Provincial election results in South Africa marked a seismic shift, with the ...
4 Kesä 20246min
Global Quarterly Briefing - Q1 2024
In this episode, we delve into the Q1 bond market overview, explore the global interest rate outlook for 2024, and hear from a seasoned global manager on achieving superior performance in multi-asset ...
24 Touko 202414min
Local Quarterly Briefing - Q1 2024
In this episode, we explore the global and local fixed income market, assess South African bonds versus equities, and gain valuable 2024 market outlooks. Discover why our multi-asset portfolio manager...
23 Touko 202415min
Our Flagship Fund Range: Future-proof investing: Preparing for all scenarios
Anil Jugmohan, Senior Investment Analyst, is in conversation with Rashaad Tayob, co-portfolio manager of the Nedgroup Investments Stable Fund, about how they at Foord Asset Management are protecting t...
23 Touko 20247min
Market & economic wrap: Political party machines kick into high gear, as the race to the polls approaches
In this podcast, we explore the impact of President Cyril Ramaphosa’s recent signing of the National Health Insurance (NHI) Bill on citizens and investors. The NHI implementation challenges, funding c...
23 Touko 20245min
Market & economic wrap: Entering the home stretch for SA elections
In the latest bi-weekly episode of our Market and Economic Wrap titled, “Entering the home stretch for SA elections”, Trevor Garvin, Head of Multi-Management, discusses the upcoming South African elec...
7 Touko 20245min
