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The ‘ifs’ to ameliorate SA's power crisis
Peregrine investment analyst Nathi Msimango posits that electricity shortages ‘will moderate significantly’ over the next 12 months, and that, by the time elections come through, the ANC will have a higher chance of maintaining its position.
Has China’s longer-term economic outlook been compromised?
The birth rate in China is not keeping pace with mortality, which will put a damper on productivity: PSG Wealth CIO Adriaan Pask.
Estate planning: Lessons from legal battles after death and divorce
Fisa’s Louis van Vuren on why an ironclad will is vital.
Is there a defensive alternative to global fixed income?
Take a mix of investments where you are getting reasonably predictable resilient income and you're not overpaying for it, reckons John Stopford from Ninety One.
X-as-a-service in a digitally enabled defence
Often discussed in the context of banking or manufacturing or service-based industries, an interesting application case study exists in the military and defence space.
Trends in sustainable mining and metals financing
Telvina Naidoo of Nedbank CIB outlines factors driving the focus on sustainability by companies in these sectors.
Is there a place for hedge-fund investing after you retire?
Including a hedge fund can give you a very consistent return profile in a living annuity environment – Alan Yates from Peregrine Capital.
Is there a defensive alternative to global fixed income?
An interview with Jason Borbora-Sheen, Portfolio Manager at Ninety One.
Why the US economy remains strong despite 40-year high borrowing costs
PSG Wealth CIO Adriaan Pask cautions investors to be aware of the dangers of over-optimism regarding US earnings prospects and equity valuations.
Make sure used oil is recycled responsibly
The reality is that one litre of used oil can contaminate a million litres of water: Rose Foundation CEO Bubele Nyiba.
Clarifying ‘demand side’ and ‘supply side’ inflation
Adriaan Pask of PSG Wealth discusses the differences.
Peregrine Capital celebrates its quarter century
Chairman and co-founder David Fraser considers 25 years of incredible performance, some hard lessons learnt, and looks ahead with excitement.
Minimise load shedding’s impact on your investment portfolio
There are some interesting opportunities out there if you take a medium-term view and look beyond the current pain, says David Lerche of Sanlam Private Wealth.
Is a Brics currency a viable option?
In this podcast Adriaan Pask, chief investment officer at PSG Wealth, explains some of the requirements for a reserve currency and why it’s unlikely that the US dollar could be dethroned any time soon.
SA still has much to offer
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Looking back on the Old Mutual Go2Berg
A new mountain bike race over six-and-a-half days and 530km has just been completed for the first time, showcasing ‘the splendour South Africa has to offer’: Bandile Mngoma from Old Mutual.
Offshore investment – the exchange rate matters less than you think
There are compelling reasons for investing offshore. In the current environment of extreme rand weakness, many investors may be waiting for some recovery to get a better entry point. But how much does the ZAR exchange rate matter in the long term? Less than you might think, as research from…
Tighter regulations for used lubricant oil disposal in South Africa
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Higher interest rates expose market vulnerabilities
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Flexible versus equity fund
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