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1 week ago | 
citywire.com | RUAN JOOSTE |Justin Adam Brown |Johann Peens |Jaco Visser
All Weather Capital deputy chief investment officer (CIO) Sanelisiwe Tofile believes South Africa’s Government of National Unity (GNU) looks more likely than ever to break apart.
‘The African National Congress [ANC] and Democratic Alliance [DA] had good intentions for this GNU,’ he said.
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1 month ago | 
citywire.com | Justin Adam Brown |RUAN JOOSTE |Jaco Visser |Johann Peens
Alexforbes has appointed new chief investment officers (CIOs) covering institutional, retail and private market solutions, as well as a research appointment. The financial services company has promoted Senzo Langa (pictured above), who has worked at Alexforbes for 14 years, to the role of institutional CIO from 1 April. Before his promotion, Citywire + rated Langa was Alexforbes’ deputy CIO for traditional assets. Alexforbes has also appointed Gyongyi King as retail CIO, effective 1 April.
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1 month ago | 
citywire.com | Justin Adam Brown |RUAN JOOSTE |Jaco Visser |Johann Peens
In the past, Stanlib Multi-Manager (SMM) used two different approaches when constructing its multi-managed multi-asset portfolios.
SMM based these on either specialist building block mandates or balanced mandates. In the past, SMM had about 50% of its assets allocated to portfolios using the specialist building block mandate approach and 50% to portfolios using the balanced mandate approach.
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2 months ago | 
citywire.com | Jaco Visser |Justin Adam Brown |Eleanor Becker |Johann Peens
The chairman of South African hedge fund manager Peregrine Capital, David Fraser, believes that the National Treasury issued a ‘poor’ discussion document in November last year dealing with the tax treatment of collective investment schemes (CISs).
Fraser (pictured below) said during a panel discussion at Peregrine’s Investor Day held in Johannesburg on Thursday that the Treasury received more than 50 responses to the document.
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2 months ago | 
citywire.com | Justin Adam Brown |Jaco Visser |Eleanor Becker |Johann Peens
Cogence, the discretionary fund manager (DFM) with R23bn under management, is positive about South African assets.
Its CEO, Jonel Matthee-Ferreira, said S&P’s revised investment rating outlook of South Africa to positive, as well as the strides made by the country’s government to exit the Financial Action Task Force’s (FATF’s) greylist, have given domestic assets a boost.
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2 months ago | 
citywire.com | Justin Adam Brown |Patrick Cairns |Eleanor Becker |Johann Peens
For more than two decades, the Old Mutual Global Equity fund has consistently been one of the top-performing unit trusts in Asisa’s Global – Equity – General category. The systematic strategy, run by Jupiter Fund Management in London, has returned an annualised 14.1% since its inception in 2000, and 15.6% per annum over the past decade.
In 2024, the fund was up 24.5%, outstripping the 23% gain in its benchmark, the MSCI World index.
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2 months ago | 
citywire.com | Natalia Vasnier |Johann Peens
NEW YORK: Active ETFs could play a big part in sustainable wealth management portfolios believes Paris Jordan, Charles Stanley’s head of responsible investing.
Jordan (pictured above) told Citywire that traditional passive ETFs do not currently align with what UK investors and regulators deem as ‘sustainable’.
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2 months ago | 
citywire.com | Johann Peens |Justin Adam Brown |Jaco Visser |Eleanor Becker
Former Morningstar Investment Management South Africa managing director Victoria Reuvers will join the Chartered Wealth Solutions Group on 1 April.
In a recent blog posted on the Chartered Wealth Solutions website, Chartered Wealth Solutions chief executive John Campbell welcomed Reuvers as managing director of WealthStrat and a group board member.
WealthStrat is the investment management business of the Chartered Wealth Group.
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Jan 24, 2025 | 
citywire.com | Patrick Cairns |Justin Adam Brown |Jaco Visser |Johann Peens
Foord Asset Management has noticed signs in the US fixed income market that investors are growing sceptical about the US government’s ability to pay its debt.
‘People are getting concerned that the US spending and debt problem is a bit out of control,’ Foord fixed income portfolio manager Rashaad Tayob (pictured below) said during a webinar.
He said US long bonds have been the best trade, historically, during US rate-cutting cycles.
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Jan 23, 2025 | 
citywire.com | Johann Peens
The lifestage investment strategy is deployed by most pension funds to limit losses close to retirement. While it may seem like a straightforward approach to retirement planning, its limitations make it less effective for most individuals.
I will share my reasoning why I believe a more personalised investment strategy considering financial goals, risk tolerances, biases and changing life circumstances may provide better retirement outcomes for members.
