Latest News - Patrick Cairns
Editor's pick: The team behind the Aylett Equity Prescient fund
09 July 2020, 01:30
Citywire editor's around the world are identifying fund managers that stand out from the crowd. In the fourth South African editor's pick, we look at the team managing the Aylett Equity Prescient fund.
Asset Management Industry
Equity managers looking only at SA 'are dead'
08 July 2020, 01:30
Coronation co-founder Thys du Toit believes that fund managers that don't have international capabilities are going to struggle.
Tesla is now bigger than Exxon Mobil. What does it mean?
08 July 2020, 01:15
The fossil fuels industry is in an unfair fight, and the investment world cannot ignore the significance that it may be losing a lot more quickly than many expect.
Is the rising gold price merely a self-fulfilling prophecy?
07 July 2020, 01:30
And even if it is, does it matter?
Has the China A-share market found its feet?
07 July 2020, 01:00
Or do investors looking for exposure to China still have better options?
Are sustainability bond funds on the horizon?
06 July 2020, 01:30
The JSE will be expanding its green bond segment into a sustainability bond segment later this month. What kind of investment opportunity might this represent?
'The pace of the recovery is still uncertain'
06 July 2020, 01:15
Schroders economist Azad Zangana looks at the outlook for the world economy as countries emerge from lockdowns.
Editor's pick: The team behind the Coronation Optimum Growth fund
03 July 2020, 01:30
Citywire editor's around the world are identifying fund managers that stand out from the crowd. In the third South African editor's pick, we look at the team managing the Coronation Optimum Growth fund.
The other kind of diversification
03 July 2020, 00:45
In this short video from the panel discussion at the recent Citywire Virtual South Africa event, fund selectors look at how important diversity of thought is within an investment team.
Fund manager views
Boutique 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.