Equities
Is offshore quality a crowded trade?
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Fund manager viewsWhere is SA's top-rated fund manager seeing risk and opportunity?
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Global EquityFundsmith: We have only found 73 investible listed companies
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Global EquitiesT Rowe Price Global Focused Growth Equity lowers Faangs overweight
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Asset Management IndustryIt's at the extremes that an investment philosophy is tested
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Global Equities 4Boutique insights: Is the market opportunity moving from the US to Europe?
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Global EquitiesBoutique insights: Is the market opportunity moving from the US to Europe?
18 September 2020, 03:15
Three top-performing local boutique managers give their view on a potential rotation out of US equities into Europe.
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Manager Change
Dobell steps down as M&G Recovery fund manager
18 September 2020, 03:00
Asset manager announces new face will take over the management of the fund amid strategy changes.
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Global Markets
Bill Gross: Buy tobacco stocks
17 September 2020, 03:00
Never concise but always colourful, the bond market veteran believes defence is the only play at the moment.
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Mixed Asset
The top-performing global balanced funds available in SA
16 September 2020, 03:30
Citywire takes a look at which funds stand out over the past three years.
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Comment
Lipper: Who you sell to determines what you buy, and when
15 September 2020, 02:45
Investors should not be afraid to hunt for bargains during market drops but always be aware we are entering an emotional trading period.
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World of Asset Management: What you might have missed
14 September 2020, 03:00
From green bond worries to urgent calls for action on diversity and inclusion. Here are the key takeaways.
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podcast
What's the big idea, with Protea Capital's Jean Pierre Verster
11 September 2020, 03:15
LISTEN: Citywire South Africa's new podcast, hosted by Lindsay Williams, talks to Protea Capital Management's Jean Pierre Verster about using options on US stocks.
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Asset Management Industry
A ‘renewal process’ at Allan Gray
11 September 2020, 03:00
In the latest of Citywire’s series of interviews with the heads of local asset management firms, we speak to Allan Gray’s chief operating officer, Rob Formby.
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Passive
Satrix launches first ESG ETFs on the local market
10 September 2020, 17:50
The new funds are linked to global developed market and global emerging market indices.
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Global Equities
‘Surprised’ fund managers welcome Buffett to Japan
10 September 2020, 03:00
Japan fund managers have welcomed Warren Buffett as a fellow investor, though they are surprised by at the legendary US investor’s $6.3bn move.
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Inflation
Three inflationary scenarios and their impacts on asset prices
10 September 2020, 03:00
What can we learn from history about how different inflationary environments affect the returns from equities and bonds?
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Asset Allocation
Citywire World of Asset Management: CIOs' best investment ideas
09 September 2020, 04:00
In this video, CIOs pick their positive investment themes for a post-Covid world.
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Equities
Portfolios are ignoring the risks to the upside in SA
09 September 2020, 03:30
PSG Asset Management points out that investors should not just be insuring their portfolios against the most obvious and visible risks.
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Fund manager views
Dave Foord: ‘I’m worried about hyperinflation’
07 September 2020, 03:00
The CIO at Foord Asset Management takes a clear position in the inflation debate.
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Global Equities
Why Alphabet is a favourite for Stonehage Fleming
07 September 2020, 03:00
Citywire AAA-rated Gerrit Smit owns a number of technology stocks but singles out the owner of Google for its multiple 'pillars for growth'.
