Insights

Market Views

The cost of low to negative interest rates
20 September

Bond returns have been relatively good. Year to date, local bonds have outperformed other local asset classes, while foreign bonds have outperformed…

Benefits Of Risk-Controlled Investing
01 August

The risk of a full-blown trade war between the US and China has turned into reality. Over the past three months, financial market sentiment has been…

The Global Economy Is Vulnerable
01 July

Over the first half of the year, the slowdown in global economic growth expectations for 2019 has been remarkable. This slowdown has been…

Portfolio Management Research

Active management’s changing face
01 July

Active management’s changing face

Understanding the behaviour of Growth and Value investment strategies
01 March

Growth or value? This question rarely escapes any discussion about investment philosophy, strategy or process, particularly when it comes to equity…

2019 Market Outlook
20 November

South African investors face numerous headwinds, from low domestic economic growth, the tightening US monetary policy, an unwinding of the Federal…