In the eye of the storm, active management is key
Marthinus van der Nest, head of Amplify Investment Partners, discusses how nimble managers can adapt to uncertainty and volatility
The challenge and opportunity of a lifetime
Rob Price discusses the role of cryptocurrencies as a means of protection against global monetary regime change
What are ‘systematic global macro’ strategies? And why they should be...
Many of the dynamics that have supported the post-GFC rally in equities are looking less of a sure thing. Equity valuations, especially in the US, are also looking stretched by nearly any metric one cares to consider. CFM's Andre Breedt considers the macro alternative.
The power to transform the energy sector
Paul Semple, head of unlisted credit, Futuregrowth Asset Management, discusses the way forward for South Africa's energy sector
Why the multi-management model works
The multi-manager approach is one of the most consistently successful ways to adjust risk and deliver better returns, writes Kagiso Mathole at Novare Investments
The case for alternative credit
Alternative credit and private debt strategies have ballooned globally due to banks being unable to lend to companies to finance growth. The investment opportunity is compelling, writes Philippa Owen at Grayswan
Africa ex-SA funds – an essential diversifier with a growth...
The key attraction African countries have for investors is the high GDP growth rates off very low economic bases, which can in turn spur superior returns, writes Visio
To hedge or not to hedge – that is the...
An allocation to hedge funds offers a unique ability to diversify traditional equity, credit and interest-rate risks within a typical investment portfolio, writes Yuvern Dokie at Alexander Forbes Investments
SA wealth managers turning to uncorrelated alternative assets
South African wealth managers are increasingly looking beyond traditional investments to include alternative investments in their higher-net-worth clients’ portfolios, writes Westbrooke
South African hedge funds: an ESG edge in the materials sector
SA hedge funds have an edge on governance, which stands to improve environmental and social factors down the line, notes RisCura research