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EquitiesThe best and worst-performing stocks so far this year
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BudgetWhere does the supplementary budget leave us?
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Fund SelectorsThe other kind of diversification
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fund performance ListenA look at the top-performing funds in global and European equities
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Fund manager viewsBoutique insights: is picking stocks worth the effort?
02 July 2020, 01:30
Asset managers are quick to highlight when they see a 'stock-picker's market'. But when is it an asset allocator's market? Citywire spoke to five local boutique managers in the multi-asset low equity space to hear their views on this dynamic.
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real assets
Schroders ups real assets efforts with deal for $1.1bn Asian group
02 July 2020, 00:45
Asset management firm to take majority stake in regional real estate specialist.
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podcast
Brazil's uninvestable bonds: EM Insider podcast
02 July 2020, 00:30
LISTEN: Raphael Kassin reports from a country fighting the two challenges of coronavirus and corruption.
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Asset Management Industry
Andrew Lapping to step down as CIO at Allan Gray
01 July 2020, 15:55
Duncan Artus will move into the position from 1 September
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Private Banking
Barclays to offer private banking services in SA
01 July 2020, 10:22
The offering will cater to family offices and high-net-worth individuals.
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Passive Funds
Satrix launches new China equity ETF
01 July 2020, 09:46
The IPO has opened, with an anticipated listing of the ETF on 22 July.
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Fixed Income
Local investors are facing their own search for yield
01 July 2020, 01:30
Ninety One's Peter Kent emphasises that yields on government bonds are high for a reason.
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Alternatives
Achieving Nirvana in post-retirement portfolios
01 July 2020, 01:15
Glacier has analysed how a combination of alternative strategies leads to more predictable outcomes.
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Economy
The response to the Q1 GDP numbers
01 July 2020, 01:00
Although the decline in the first quarter was lower than expected, there is little cause for optimism.
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Comment
Is the ESG party over? Are ‘good’ funds best?
01 July 2020, 01:00
Citywire US editor Alex Steger reflects on the controversial proposal by the US Department of Labor to put ESG funds back in their box.
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international
Standard Life Aberdeen CEO to step down
30 June 2020, 12:40
Keith Skeoch will be replaced by Citigroup veteran Stephen Bird after a handover period.
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passive investing
When do passives come into play?
30 June 2020, 01:30
Citywire spoke to four local fund selectors about when they use passives in their portfolios, and when they wouldn't.
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Putting alternatives in place
30 June 2020, 01:15
In this short video from the panel discussion at the recent Citywire Virtual South Africa event, fund selectors look at the role that alternatives played in their portfolios in the Covid-19 crash.
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Comment
Why hold holding companies?
30 June 2020, 00:45
Holding companies currently trade at discounts to their NAVs that are well above their long-term averages. But not all discounts are created equal. Northstar Asset Management looks at the stocks it believes are the best to hold.
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Fund Selectors
Around the World in 80 Days: Zooming from Zambia
30 June 2020, 00:30
Being a fund selector in a remote location like Lusaka has its distinct challenges. Citywire spoke to Standard Chartered's head of wealth management in Zambia to discuss how he gets it right.
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Alternatives
Is this private equity's moment?
29 June 2020, 01:30
The asset class has been under-utilised in South Africa. Will the Covid-19 crisis change that?
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Asset Management Industry
A changing of the guard at Autus Fund Managers
29 June 2020, 01:00
The boutique firm has changed managers on four of its funds.
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Video
In conversation with 100 Year Life author Andrew Scott
28 June 2020, 01:00
WATCH: In this long play video, watch the discussion between Andrew Scott, author of the best selling book The 100 Year Life and Citywire New Model Adviser® editor Will Robins.
