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3 weeks ago | 
citywire.com | Justin Adam Brown |Citywire South Africa |Jaco Visser |Eleanor Becker
Citywire South Africa has launched a new poll to gauge investors’ and asset allocators’ appetite for South African government bonds.
Following a rally of more than 17% last year, South African government bonds, both nominals and index-linked, continue to trade at stiff real yields. The rally, driven by improved investor sentiment towards Africa’s most industrialised nation, seems to have lost some steam.
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1 month ago | 
citywire.com | Eleanor Becker |Jaco Visser |Chris Sloley |Citywire South Africa
The Old Mutual Maximum Return fund is continuing to take a cautious approach to global growth amid the political uncertainty wrought on the world economy by US President Donald Trump’s shift to trade isolationism. Local stocks and bonds came to its rescue over the past year.
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2 months ago | 
citywire.com | Citywire South Africa |Jaco Visser |Justin Adam Brown |RUAN JOOSTE
Schroders is seeing an age-old strategy – banking on strong dividend payers in uncertain times – paying off in Asian markets.
As the US government sets out to protect its internal market from cheap foreign exports, some investors are looking to dividend-paying stocks to ride out the geopolitical tension between the world’s largest economies.
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2 months ago | 
citywire.com | RUAN JOOSTE |Justin Adam Brown |Patrick Cairns |Citywire South Africa
Coronation Fund Managers is ‘fairly neutral’ about SA equity when looking at the 2025 outlook.
Its chief investment officer (CIO), Karl Leinberger, told Citywire South Africa that over the next five years the ‘economic growth needs to deliver strong earnings growth to justify the high ratings these domestic stocks are trading at’.
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2 months ago | 
citywire.com | Eleanor Becker |Justin Adam Brown |Angus Foote |Citywire South Africa
GQG Partners believes its approach to quality investing results in ‘dynamic’ and ‘adaptive’ portfolios.
‘We look to put capital to work where quality starts to be expressed. We call that forward-looking quality,’ GQG client portfolio manager Kevin Osten said during a Boutique Collective Investments (BCI) webinar.
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2 months ago | 
citywire.com | Angus Foote |Justin Adam Brown |Eleanor Becker |Citywire South Africa
Stanlib expanded some of its top executives’ mandates last year following the acquisition of Liberty’s minority shareholders by Standard Bank Group (SBG) in 2022.
The buyout offered significant growth opportunities for Stanlib Asset Management.
‘To realise these opportunities and in line with SBG’s commitment to drive growth across Africa, Stanlib has expanded the mandates of some of its executives,’ Stanlib’s head of communications Christine Gregory told Citywire South Africa.
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2 months ago | 
citywire.com | Justin Adam Brown |Angus Foote |Eleanor Becker |Citywire South Africa
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2 months ago | 
citywire.com | RUAN JOOSTE |Citywire South Africa |Patrick Cairns |Justin Adam Brown
Citywire South Africa has launched a new poll to gauge the key considerations of fund selectors in 2025. With market conditions shifting and economic uncertainty persisting, this poll aims to capture insights on the biggest concerns shaping investment decisions.
Fund selectors operate in an increasingly complex environment where geopolitics, regulation, liquidity concerns and investment strategies are constantly evolving.
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Jan 22, 2025 | 
citywire.com | Eleanor Becker |Ruan Jooste |Citywire South Africa |Justin Adam Brown
This week we explore the challenges of market prediction and investment strategies in the latest episode of our new ongoing series The Long Game with Adrian Saville – economist, investor, and academic. The discussion highlights why financial markets resist simple forecasts due to their dynamic and interconnected nature. In this episode, Saville (pictured below) considers two works. The first comes from Bloomberg’s John Authers.
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Jan 22, 2025 | 
citywire.com | Citywire South Africa |Justin Adam Brown |Jaco Visser |Nour Azhar
10X Investments believes the US has three bubbles: a rising US government debt and deficit, the S&P 500 index and crypto.
The index fund manager believes that crypto is the ‘pets.com’ of this era of US bubbles.
TrumpCoin, launched last Friday, was up 700% in two days, reaching a market value of $12bn (R223bn). Similarly, Fartcoin, launched in late October 2024, has a market cap of $2.5bn.
