Latest News - Page 3
Fidelity’s head of macro questions market positivity on vaccine news
23 November 2020, 03:45
Salman Ahmed explains why market positivity might have gone too far and why the absence of fiscal stimulus is alarming.
Star selector: Mothepu Mothae
20 November 2020, 04:30
In the latest of our series of interviews with top South African fund selectors looking back at the past year, we speak to the head of manager research at Absa Multi-Management.
The return of foreigners to the SA bond market
20 November 2020, 04:15
The head of fixed income at Ashburton Investments sees the potential for sustained foreign interest in local bonds.
Morningstar scores PMs on commitment to ESG, and it's grim reading for some big names
20 November 2020, 03:45
Vanguard and Fidelity have work to do, according to the research firm's new ratings.
Long on bonds: Three names to know as China becomes a bond giant
20 November 2020, 03:30
WATCH: A closer look at the fund managers blazing a trail in this increasingly important area for fixed income investors.
Fee pressure from DFMs creates questions about sustainability
19 November 2020, 04:30
Low fees could crowd smaller asset managers out the market.
Fund manager views
Six 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.
Fund performance shows that value was beating growth before vaccine
19 November 2020, 04:00
'Value' stocks have enjoyed a surge since last week's vaccine news, but the resurgence of this out-of-favour area of the stock market can be traced back further.
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.
Star selector: Trevor Garvin
18 November 2020, 04:30
In the second of our interviews with top South African fund selectors reflecting on the year that was, we speak to the head of multi-management at Nedgroup Investments.