Editor's Letter

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...

2021 Vision

Entering 2021, the world’s problems are far from solved.  Markets have been bullish, as liquidity abounds, although not everyone is convinced of their direction. Emerging...

Alternatives can help soothe rocky markets

The search for yield has been a talking point for investors for many years – more notably in developed markets post the 2008 global...

On point, and sticking to the game plan

“At a time where the global economy is in the worst recession in living memory, global financial markets enjoyed their best quarter in 20...

Shock to the system

Q1 2020 will certainly go down in the record books. What a different world we find ourselves in, with no certainty as to how...

Mining for alpha in a variety of ways

In an environment of potentially divergent outcomes, many managers are positioning in multiple ways