Equities
In this environment 'you should embrace risk’
-
Uk EquityNick Train: Valuation of UK blue-chips ‘looks ridiculous’
-
China EquityChina’s craving for foreign investors is pushing the ESG agenda
-
Asset Management IndustryAshburton appoints James Cooke as head of global equities
-
Video WatchFidelity’s head of macro questions market positivity on vaccine news
-
Fund manager views 7Six PMs on what Biden means for tech, infrastructure, ESG and beyond
-
Fund manager viewsSix 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.
-
Comment
Lipper: The post-election contrarian signals you might have missed
19 November 2020, 03:45
The Wall St. veteran looks at a series of market signs that might have got lost in the mix of Joe Biden's win.
-
Etf
ETFs in SA 20 years on
18 November 2020, 04:15
This month marks two decades since Satrix listed South Africa's first exchange-traded fund.
-
Thematics
A new asset allocation? Assessing the limits of thematics
17 November 2020, 04:15
Thematic investing is steadily gaining pace as investors look for long term returns in a secular low-growth environment.
-
Emerging Markets
Shopping for growth: Where rated EM equity managers are finding bargains
17 November 2020, 04:00
The emerging consumer remains an unstoppable trend. Citywire talks to equity fund managers about the new themes fuelling the latest chapter in the story and the sectors that stand to benefit.
-
Equity
Stanlib takes over the Fairtree Smart Beta fund
16 November 2020, 04:30
Following fund manager Rademeyer Vermaak’s move at the end of last year.
-
Alternatives
The rise of SPACs: A spotlight on the latest investment craze
16 November 2020, 03:45
SPACs are suddenly all the rage - but they are more complicated than they may seem and investors should should think twice before throwing their hat in.
-
Global Equity
Why AAA-rated Gerrit Smit is sticking with tech
13 November 2020, 04:30
The manager of the Stonehage Fleming Global Best Ideas fund addresses concerns around valuations and regulation.
-
Global Equity
‘Suddenly there is cause for optimism’
12 November 2020, 04:30
Can the market reaction to Pfizer’s vaccine announcement be sustained?
-
Global Equity
JP Morgan Cazenove dumps tech as it sees the 'turn coming'
12 November 2020, 04:00
The investment manager said that election induced volatility was a good opportunity for a style rotation, moving overweight financials.
-
Esg
The only months in 2020 when non-ESG securities outperformed ESG
12 November 2020, 03:45
Research by Fidelity highlights how equities and bonds have fared in the most challenging nine months of the year.
-
Analysis
Chart of the week: ESG gives global equity investors an edge
11 November 2020, 03:30
The merits of ESG have been championed during the coronavirus pandemic, but what about the longer-term benefits? Dr. Nisha Long takes a closer look at the five-year performance figures in global equities.
-
Global Markets
Rob Arnott: Don’t fear socialism, we’ve already got ‘full-blown’ MMT
10 November 2020, 04:00
The founder of Research Affiliates is fearful of massive inflation risk in the wake of Covid-19.
-
Us Equity
Are investors missing this market opportunity?
09 November 2020, 04:30
US Small Caps have not only out-performed US large caps in the recovery since the Covid crash, but have compelling long-term return drivers.
-
Comment
The Faustian bargain on the JSE, and how to avoid it
09 November 2020, 04:15
First Avenue’s Hlelo Giyose argues that the nature of growth is changing fast, and value that does not reflect this is a trap.
