Achieving wider reach
“You can get lucky for 10 years but it is difficult to do so for much longer.” This is the opinion of Jeremy O’Friel...
A fragile global economy sets the scene for Q2
This quarter’s bumper edition comes amid renewed concerns in global markets, after a changeable and challenging start to the year.
“The global economy is fragile....
High expectations for hedge funds
The year has certainly started off with speed and intensity.
“Let’s hope we haven’t had all our gains for the year,” is how one fund...
Investors upbeat on alternatives in tough markets
Generating real returns from traditional assets has been a challenge so far in 2022, as markets face ongoing trials amid macro dislocations.
Many alternative strategies,...
Mindful of changing markets
It’s been a brutal first half to the year, with managers re-appraising the investment environment in 2022’s vastly altered global macroeconomic conditions.
“As investment managers...
Adding new dimensions
Diversity, sustainability and longevity were key themes at our 13th annual Symposium, held on March 9 in Cape Town, which brought a much welcomed return...
In search of the evergreen
Investors everywhere are in need of perennial portfolios that can withstand the ravages of time, delivering consistent and incremental gains
The winds of change
Adapting to a changing environment was much under discussion during this year’s annual Investor Survey, which contains important insights from leading allocators to the South...
Passing the stress test
Covid complications have roiled global markets for a while now, and the difficult operating environment continues. Investors everywhere are having to rise to the...
Mitigating risks
Global stock markets enjoyed a positive start to the year, with the MSCI World Index gaining 4.52% for the first three months and the...