Equities
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EquitiesThe best and worst-performing stocks so far this year
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fund performance ListenA look at the top-performing funds in global and European equities
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Fund manager views 6Boutique insights: is picking stocks worth the effort?
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Passive FundsSatrix launches new China equity ETF
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CommentWhy hold holding companies?
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CommentWhy 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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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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Comment
The Rec List: picking funds in the teeth of a crisis
27 June 2020, 02:30
Welcome to The Rec List, a regular selection of the best research notes, academic papers, articles and posts on investments, compiled by Citywire's US journalists.
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Asset Managers
Editor's pick: the team managing the Centaur BCI Flexible fund
26 June 2020, 01:30
Citywire editor's around the world are identifying fund managers that stand out from the crowd. In the second South African editor's pick, we look at the team responsible for the Centaur BCI Flexible fund.
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Asset Management Industry
Laurium to take over NGI Growth fund as Electus shuts its doors
26 June 2020, 01:15
The change in management comes after a recent decline in performance and AUM.
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research
Ratings Radar Podcast: income funds with no income
26 June 2020, 00:30
In the latest episode of Citywire Ratings Radar we ask two big questions: how you run an equity income fund when dividends are vanishing? And should China really be an emerging market?
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Fund manager views
Bull markets are born out of low prices and low expectations
25 June 2020, 01:30
PSG Asset Management's Justin Floor acknowledges the poor recent performance of the firm's funds, but believes the future opportunity is exceptional.
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Emerging Markets
The top-performing EM equity funds available in SA
25 June 2020, 01:00
Which emerging market funds have delivered the best returns over the past three years?
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Comment
Now private investors are being blamed for mad markets
24 June 2020, 01:00
As stocks continue their rally in spite of the Covid-19 pandemic, fingers are being pointed at small investors. It’s an age-old story, says our columnist.
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equity funds
A free lunch most active managers didn't take
23 June 2020, 01:30
Those South African equity funds able to diversify offshore should have comfortably out-performed. So why didn't they?
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Citywire Virtual
Are markets ignoring the economy?
23 June 2020, 01:15
In this third short video from the panel discussion at the recent Citywire Virtual South Africa event, fund selectors look at the disconnect between equity prices and economic data.
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technology stocks
Your tech index might be forgetting the FAANGs
23 June 2020, 01:00
Are passive investors actually getting the exposure to the tech giants that they expect?
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G for gender? Where gender sits in the ESG discussion
23 June 2020, 00:15
LONG READ: From additive assets to human rights, gender equality is being affirmed as a pillar of sustainable development. However, the investment industry has been slow to harness its financial potential.
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Global Equities
The top-performing global equity funds available in SA
22 June 2020, 01:30
Which funds have stood out over the past three years?
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Global Equities
Have punters moved from sports to stocks?
22 June 2020, 01:00
Is there a day trader bubble brewing?
