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podcastWhat's the big idea, with Charlie Dutton from Ninety One
22 October 2020, 03:15
LISTEN: Citywire South Africa's short-format podcast, hosted by Lindsay Williams, talks to A-rated Charlie Dutton about tech stocks beyond the Faangs.
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Video
What selectors want to know when a PM launches their own boutique
22 October 2020, 02:45
WATCH: Selectors debate when it makes sense to follow a new manager to a new venture and what to watch out for.
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Private Equity
SAVCA reiterates calls for changes to Reg 28
21 October 2020, 12:31
CEO Tanya van Lill argues that private equity should be given its own allocation limits, and that these could be increased to 15%.
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Equity
Denker sees ‘a lot of potential upside’ in South African stocks
21 October 2020, 03:30
Denker Capital takes a look at the varied opportunities presented by local financials, small caps and listed property.
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Comment
Investing when the going gets tough
21 October 2020, 03:15
The sentiment towards South African companies is depressed, but Stonehage Fleming’s Jean Pierre du Plessis sees reason for selected optimism.
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Asset Managers
Is the customer always right? How selector service differs in the US and Europe
21 October 2020, 03:00
US and European fund houses are becoming increasingly similar in the way they do business, but FundQuest’s Neil Clare believes there are still differences in the way they meet selectors’ needs.
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Video
Boutique business models: What selectors want from smaller AMs
21 October 2020, 02:45
WATCH: Resilience and simplicity are keys points for fund pickers, but star managers setting up on their own can be attractive.
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Fixed Income
Do Western government bonds still have a place in portfolios?
20 October 2020, 03:30
Ninety One’s Michael Power thinks that Western government bonds are losing their ‘axiomatic role’, calling into question traditional asset allocation models.
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Global Equity
'This is hardly an equity bubble': Credo Wealth CIO
20 October 2020, 03:15
Deon Gouws argues that the market is not in bubble territory.
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Investing for dividends post-Covid
20 October 2020, 03:15
Anchor Capital's Glen Baker examines the changed landscape for investors looking for yield.
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Video
Selectors’ boutique picking tips: Know the risks and succession strategies
20 October 2020, 02:45
WATCH: Fund buyers debate their check-lists for dealing with independent asset managers.
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emerging markets equities
Coronation: Developed markets aren’t the only place to find diversification
19 October 2020, 03:30
Emerging market funds may provide more diversification benefits than many investors assume.
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Fund Launch
Janus Henderson hands new ABS fund to secured credit chief
19 October 2020, 03:00
New fund will extend existing securitised product range while meeting growing client demand.
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Comment
The case for multi-management
19 October 2020, 03:00
Stanlib’s Joao Frasco shows how multi-managed funds do not have to be average.
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Video
Selectors’ strategies for uncovering boutiques
19 October 2020, 02:45
WATCH: An expert panel outlines what they look for, and what holds them back, when it comes to unlocking hidden gems in asset management.
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Us Equity
The top-performing US equity funds available in SA
16 October 2020, 03:30
Citywire takes a look at which funds stand out over the past three years.
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passive investing
Is passive investing dangerous?
16 October 2020, 03:15
Four Fed researchers examine the impacts of the active-to-passive shift.
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Comment
The reason due diligence is done by humans, part 2
16 October 2020, 03:00
Welcome to The Rec List, a weekly compilation of the best research notes, academic papers, articles and posts aimed at anyone who works in manager selection.
