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Asset ManagementSchroders' CEO: These are the biggest takeaways from the Covid crisis
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CommentThe dangers of digging for undiscovered managers
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Asset Management IndustryArno Lawrenz appointed CIO at Sasfin Asset Managers
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Selector ViewsStar selector: Brendan de Jongh
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Renewable EnergyRenewable energy investments to double as assets prove their resilience
25 November 2020, 03:45
A new survey shows increased interest in renewable energy investments, while solar funds look to be one of the main beneficiaries of the additional capital flow into the sector.
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Asset Allocation
In this environment 'you should embrace risk’
24 November 2020, 04:30
Why the manager of the Sarasin GlobalSar fund range continues to allocate to risk assets.
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Uk Equity
Nick Train: Valuation of UK blue-chips ‘looks ridiculous’
24 November 2020, 04:15
Lindsell Train Global Equity fund manager says 'globally significant' FTSE 100 companies are trading at such cheap levels it's not worth 'messing around in smaller cap stuff'.
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Credit
Turbo-charged economic recovery creates ‘sweet spot’ for credit
24 November 2020, 04:00
Vontobel AM's head of credit explains why an ‘already sweet climate for developed market corporate bonds just got even sweeter’ on the back of positive vaccine news.
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China Equity
China’s craving for foreign investors is pushing the ESG agenda
24 November 2020, 03:45
More than 96% of Chinese equities are held domestically. The world’s second-largest economy will have to take stronger action on sustainability to increase foreign ownership.
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European Equity
The top-performing European equity funds available in SA
23 November 2020, 04:30
Citywire takes a look at which funds stand out over the past three years.
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Selector Views
Star selector: Carla de Waal
23 November 2020, 04:15
As we continue our series of interviews with leading South African fund selectors about the year that has passed, we speak to the head of multi-management at FNB Wealth and Investments.
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Asset Management Industry
Ashburton appoints James Cooke as head of global equities
23 November 2020, 04:00
Cooke will also take up a seat on the board of Ashburton (Jersey).
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Video
Fidelity’s head of macro questions market positivity on vaccine news
23 November 2020, 03:45
Salman Ahmed explains why market positivity might have gone too far and why the absence of fiscal stimulus is alarming.
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Selector Views
Star selector: Mothepu Mothae
20 November 2020, 04:30
In the latest of our series of interviews with top South African fund selectors looking back at the past year, we speak to the head of manager research at Absa Multi-Management.
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Fixed Income
The return of foreigners to the SA bond market
20 November 2020, 04:15
The head of fixed income at Ashburton Investments sees the potential for sustained foreign interest in local bonds.
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Esg
Morningstar scores PMs on commitment to ESG, and it's grim reading for some big names
20 November 2020, 03:45
Vanguard and Fidelity have work to do, according to the research firm's new ratings.
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Video
Long on bonds: Three names to know as China becomes a bond giant
20 November 2020, 03:30
WATCH: A closer look at the fund managers blazing a trail in this increasingly important area for fixed income investors.
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Fees
Fee pressure from DFMs creates questions about sustainability
19 November 2020, 04:30
Low fees could crowd smaller asset managers out the market.
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Fund manager views
Six PMs on what Biden means for tech, infrastructure, ESG and beyond
19 November 2020, 04:15
With the president-elect setting out his agenda, investors outline their expectations for several key sectors.
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Markets
Fund performance shows that value was beating growth before vaccine
19 November 2020, 04:00
'Value' stocks have enjoyed a surge since last week's vaccine news, but the resurgence of this out-of-favour area of the stock market can be traced back further.
