Responsible stewardship amid rapid global change
Significant geopolitical movements and the rise of artificial intelligence (AI) are shaping how investors view the opportunity set. As we launch 2025 Stewardship Report, chief investment officer Duncan Artus discusses our enduring long-term approach to investing responsibly on behalf of our clients.
All insights
South Africa’s reform test: Fleeting gains or fundamental change?
Last year’s strong market returns renewed optimism in South Africa after years of sluggish growth, but many investors are wondering whether the country has...
Artificial intelligence and the social equation
Artificial intelligence (AI) has the potential to transform industries and improve living standards, yet it continues to raise profound questions about...
The future of alcohol
As part of our investment process, we monitor developments under the environmental, social and governance (ESG) pillars to understand how they may affect the...
Responsible stewardship amid rapid global change
Significant geopolitical movements and the rise of artificial intelligence (AI) are shaping how investors view the opportunity set. As we launch 2025...
Global talent, local rules: Foreign national members and South African retirement funds
Employing foreign nationals is a common and legally recognised practice in South Africa. Nevertheless, recurring questions arise about retirement fund...
How to outsmart behavioural biases when investing – with Dr Daniel Crosby
For many investors, 2025 intensified the behavioural pressures that shape investment decisions. Markets reached record highs, even as global growth slowed an...
Taking advantage of opportunities in the fixed interest and income universe
Evolving macroeconomic drivers such as interest rate expectations, inflation frameworks and rising fiscal pressures locally and globally are having a materia...