#  @CitywireSA Citywire South Africa Citywire South Africa posts on X about investment, south africa, stocks, asset management the most. They currently have [-----] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1136058927752204288/interactions)  - [--] Week [-----] -46% - [--] Month [-----] -7.60% - [--] Months [------] +38% - [--] Year [------] -42% ### Mentions: [--] [#](/creator/twitter::1136058927752204288/posts_active)  - [--] Month [--] +48% - [--] Months [---] +13% - [--] Year [---] -15% ### Followers: [-----] [#](/creator/twitter::1136058927752204288/followers)  - [--] Week [-----] +0.12% - [--] Month [-----] +0.33% - [--] Months [-----] +4.30% - [--] Year [-----] +11% ### CreatorRank: [---------] [#](/creator/twitter::1136058927752204288/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) [finance](/list/finance) [stocks](/list/stocks) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [currencies](/list/currencies) [us election](/list/us-election) [bundesliga](/list/bundesliga) [social networks](/list/social-networks) [financial services](/list/financial-services) **Social topic influence** [investment](/topic/investment), [south africa](/topic/south-africa) #2845, [stocks](/topic/stocks), [asset management](/topic/asset-management) #235, [finance](/topic/finance), [retirement](/topic/retirement), [schroders](/topic/schroders) #41, [fund manager](/topic/fund-manager), [fixed income](/topic/fixed-income), [inflation](/topic/inflation) **Top accounts mentioned or mentioned by** [@dievisser](/creator/undefined) [@justinbrownsa](/creator/undefined) [@duritz79](/creator/undefined) [@scranston](/creator/undefined) [@schroders](/creator/undefined) [@ninetyonesa](/creator/undefined) [@alexforbes](/creator/undefined) [@sanlaminvest](/creator/undefined) [@oldmutualsa](/creator/undefined) [@fscasouthafrica](/creator/undefined) [@sanlam](/creator/undefined) [@psgam](/creator/undefined) [@jsegroup](/creator/undefined) [@stanlib](/creator/undefined) [@prescientsa](/creator/undefined) [@momentumza](/creator/undefined) [@nedgroupinvest](/creator/undefined) [@citywiresas](/creator/undefined) [@anchorcapitalza](/creator/undefined) [@morningstarinc](/creator/undefined) **Top assets mentioned** [BlackRock Inc (BLK)](/topic/blackrock) [Microsoft Corp. (MSFT)](/topic/microsoft) [Morningstar, Inc. (MORN)](/topic/morningstar-inc) [Bank of America (BAC)](/topic/bank-of-america) [Dell Technologies, Inc. (DELL)](/topic/dell) [Marriott International Inc (MAR)](/topic/$mar) [Morgan Stanley (MS)](/topic/morgan-stanley) [Rally (RLY)](/topic/rally) [Eli Lilly and Company (LLY)](/topic/eli-lilly) ### Top Social Posts Top posts by engagements in the last [--] hours "Performance of co-investments when non-private equity groups invest alongside funds in a business have been higher following crisis periods than buyout deals research from asset management firm Capital Dynamics has found. @CAPITALDYNAMICS https://citywire.co.za/news/private-equity-co-investors-are-the-big-winners-in-post-crisis-periods/a1558340 https://citywire.co.za/news/private-equity-co-investors-are-the-big-winners-in-post-crisis-periods/a1558340" [X Link](https://x.com/CitywireSA/status/1442357210827280384) 2021-09-27T05:15Z [----] followers, [--] engagements "'Bonds are likely to perform well'. SA economists share their views on how the medium term budgetary policy statement will impact investors. They welcomed the @TreasuryRSAs forecasts for extra revenue during the [----] and [----] fiscal years.@MomentumINV_ZA https://citywire.co.za/news/bonds-are-likely-to-perform-well-economists-respond-to-the-mtbps/a1581247 https://citywire.co.za/news/bonds-are-likely-to-perform-well-economists-respond-to-the-mtbps/a1581247" [X Link](https://x.com/CitywireSA/status/1459032455248240656) 2021-11-12T05:36Z [----] followers, [--] engagements "OPINION: Why the S&P [---] has more room to fall. According to columnist David Stevenson a back-of-the-napkin analysis implies that stocks have more downside. 'The $64tn question is whether we are closer to the trough than we were to the peak.' @advinvestor https://citywire.co.za/news/opinion-why-the-sandp-500-has-more-room-to-fall/a2393481 https://citywire.co.za/news/opinion-why-the-sandp-500-has-more-room-to-fall/a2393481" [X Link](https://x.com/CitywireSA/status/1552527468929613825) 2022-07-28T05:32Z [----] followers, [--] engagements "Large private equity funds are less likely to maintain good performance than their smaller counterparts. Research from @Schroders Capital found that only 21% of large funds that were top quartile in one vintage were also top quartile in the next vintage. https://citywire.co.za/news/larger-pe-funds-less-able-to-maintain-performance-in-later-vintages/a2394715 https://citywire.co.za/news/larger-pe-funds-less-able-to-maintain-performance-in-later-vintages/a2394715" [X Link](https://x.com/CitywireSA/status/1557954488438333441) 2022-08-12T04:57Z [----] followers, [--] engagements "Moats around AM incumbents are disappearing study finds. A new era of lower growth and oversupply means mega managers will be increasingly challenged by innovative newcomers according to Broadridge Financial Solutions. @Broadridge https://citywire.co.za/news/moats-around-am-incumbents-are-disappearing-study-finds/a2400061 https://citywire.co.za/news/moats-around-am-incumbents-are-disappearing-study-finds/a2400061" [X Link](https://x.com/CitywireSA/status/1582258541611474944) 2022-10-18T06:33Z [----] followers, [--] engagements "The private equity Ponzi debate: Are secondary buyouts a good thing These buyouts have come under criticism but one private equity manager says it's good for the companies. 'Critics should look at the numbers before speaking out against it.' https://citywire.com/za/news/the-pe-ponzi-debate-is-pe-firms-selling-to-each-a-good-thing/a2401748 https://citywire.com/za/news/the-pe-ponzi-debate-is-pe-firms-selling-to-each-a-good-thing/a2401748" [X Link](https://x.com/CitywireSA/status/1589480838487760896) 2022-11-07T04:52Z [----] followers, [--] engagements "Citywire South Africa will announce the winners of its second annual fund manager awards across nine categories next week. The awards are based entirely on quantitative data and calculated using Citywires proprietary ratings methodology. https://citywire.com/za/news/citywire-fund-manager-awards-to-be-announced-next-week/a2402099 https://citywire.com/za/news/citywire-fund-manager-awards-to-be-announced-next-week/a2402099" [X Link](https://x.com/CitywireSA/status/1590594733386395648) 2022-11-10T06:38Z [----] followers, [--] engagements "Karl Leinberger: We dont want to be the only fish left in the pool. @Scranston talks to the Coronation Fund Managers CIO. Leinberger is comfortable with Coronations domestic performance but admits its global products have been disappointing recently. https://citywire.com/za/news/karl-leinberger-we-don-t-want-to-be-the-only-fish-left-in-the-pool/a2407221 https://citywire.com/za/news/karl-leinberger-we-don-t-want-to-be-the-only-fish-left-in-the-pool/a2407221" [X Link](https://x.com/CitywireSA/status/1617387768539402240) 2023-01-23T05:04Z [----] followers, [---] engagements "2023: The year of the stockpicker '2022 was a terrible year for active fund flows in the US. While a lot of active outflows ($529bn) came from bond funds it was still an awful year for flows for active stockpickers.' @alexjsteger @AcesRose https://citywire.com/za/news/2023-the-year-of-the-stockpicker/a2408023 https://citywire.com/za/news/2023-the-year-of-the-stockpicker/a2408023" [X Link](https://x.com/CitywireSA/status/1621037179957821443) 2023-02-02T06:45Z [----] followers, [--] engagements "Top investors flock to high-growth AAA-rated renewables play. EDP Renovveis stands to benefit from US and EU government green energy drives. As a result EDP Renovveis shares listed on the Euronext stock exchange's Lisbon arm have rocketed in value. https://citywire.com/za/news/top-investors-flock-to-high-growth-aaa-rated-renewables-pure-play/a2415963 https://citywire.com/za/news/top-investors-flock-to-high-growth-aaa-rated-renewables-pure-play/a2415963" [X Link](https://x.com/CitywireSA/status/1654067237928534017) 2023-05-04T10:15Z [----] followers, [---] engagements "Why Truffle continues to prefer nominal bonds over inflation-linkers. Portfolio manager Raihan Allie sees only short-term benefits in holding ILBs. @truffle" [X Link](https://x.com/CitywireSA/status/1673550031436017664) 2023-06-27T04:34Z [----] followers, [---] engagements "SA managers most keen on buying equities since [----]. The latest Bank of America survey shows SA managers see bonds and equities as undervalued. About 72% of respondents say SA equities are undervalued and a record 94% believe bonds are too. @BankofAmerica" [X Link](https://x.com/CitywireSA/status/1673576185534590976) 2023-06-27T06:22Z [----] followers, [---] engagements "A focus on quality and valuationhelped delivera turnaround from underperformance to a top-draw performance for this global equity PM @JustinBrownSA writes. It would be a mistake to go blindly into quality. You need a margin of safety.@Benguela_Global https://citywire.com/za/news/quality-valuation-focus-delivers-turnaround-for-this-global-equity-pm/a2421446 https://citywire.com/za/news/quality-valuation-focus-delivers-turnaround-for-this-global-equity-pm/a2421446" [X Link](https://x.com/CitywireSA/status/1678976161538269184) 2023-07-12T03:54Z [----] followers, [---] engagements "@Sasfin : Income funds for [--] distinct markets. Some investors want bond-like returns others a stable income @Scranston writes. Inevitable recession risk stems from high interest rates. SA inflation has peaked and the Sarb is likely to be more dovish.'" [X Link](https://x.com/CitywireSA/status/1690938176435605504) 2023-08-14T04:07Z [----] followers, [--] engagements "@PIMCO ups interest rate risk in giant Income strategy. Citywire AAA-rated Daniel Ivascyn outlines an appetite for more active efforts at the front end of the curve but is braced for a volatile [--] months" [X Link](https://x.com/CitywireSA/status/1692024033456365820) 2023-08-17T04:02Z [----] followers, [--] engagements "Three reasons macro mavens have got markets wrong. Columnist David Stevenson looks at 'our collective inability to call the markets.' Almost the entire macro universe has been short stocks for much of 2023.' @advinvestor" [X Link](https://x.com/CitywireSA/status/1693833383128748227) 2023-08-22T03:52Z [----] followers, [---] engagements "Revealed: The bond funds most exposed to the Evergrande debt crisis. Citywire looks at the cross-border funds holding the Chinese real estate development firm following news it filed for bankruptcy in the US last week" [X Link](https://x.com/CitywireSA/status/1694218379421209036) 2023-08-23T05:21Z [----] followers, [---] engagements "A $1tn investor coalition calls for global human and worker rights reporting standards. ShareAction has written to the International Sustainability Standards Board requesting that the board make the matter its next priority. @ShareAction" [X Link](https://x.com/CitywireSA/status/1696739529799913513) 2023-08-30T04:20Z [----] followers, [---] engagements "African fund managers have launched the Pan-African Fund Managers Association. It brings together African trade associations to foster the adoption of alternative investments @Scranston writes. We need to come together and speak with one voice.'" [X Link](https://x.com/CitywireSA/status/1698917661508317691) 2023-09-05T04:35Z [----] followers, [---] engagements "@SeanPeche: Bad things happen when growth stocks go wrong. Theres real pain for investors in highly-rated companies that dont deliver. 'In my experience the worst investments are expensive companies that have gone ex-growth.' @FundsRanmore" [X Link](https://x.com/CitywireSA/status/1699283799538868686) 2023-09-06T04:50Z [----] followers, [---] engagements "ESG boom ends: Green flows trend has reversed says Calastone. Calastone says a fourth consecutive month of UK outflows from sustainable equity funds heralds a major new trend" [X Link](https://x.com/CitywireSA/status/1699284697602306056) 2023-09-06T04:53Z [----] followers, [---] engagements "The new actively-managed US dollar Ninety One Global Diversified Income fund aims for income of 1.5% above US-dollar cash returns over 12-months while retaining a capital protection bias. @ninetyone_sa's @KotieB revealed more to @JustinBrownSA" [X Link](https://x.com/CitywireSA/status/1700025680530898949) 2023-09-08T05:58Z [----] followers, [--] engagements ".@Citywire A-rated Omar Slim of @PineBridge Investments explains why he is underweight in the worlds second-largest economy #China" [X Link](https://x.com/CitywireSA/status/1700109226406764958) 2023-09-08T11:30Z [----] followers, [--] engagements "John Biccard manager of the R5bn Ninety One Value fund believes a significant part of the South African equity market is in the kind of slump that presents investors with an incredible opportunity. @ninetyone_sa" [X Link](https://x.com/CitywireSA/status/1701084956573749741) 2023-09-11T04:07Z [----] followers, [--] engagements "Centaur is opportunistically buying SA Inc shares. Mid-caps shares such as Altron Reunert and Curro have been in the shopping basket @Scranston writes. Centaur believes in dynamic value creation and invests in long-term value creators. @CentaurAM https://citywire.com/za/news/centaur-is-opportunistically-buying-sa-inc-shares/a2425376 https://citywire.com/za/news/centaur-is-opportunistically-buying-sa-inc-shares/a2425376" [X Link](https://x.com/CitywireSA/status/1701085741843874041) 2023-09-11T04:10Z [----] followers, [---] engagements "Optimism grows in SAs private equity sector as funding increases. SA private equity raised R19.6bn in new funding in [----] up 21% from [----] @scranston writes. The new individual investments increased from [---] in [----] to [---] in [----]. @SAVCAssociation https://citywire.com/za/news/optimism-grows-in-sa-s-private-equity-sector-as-funding-increases/a2425408 https://citywire.com/za/news/optimism-grows-in-sa-s-private-equity-sector-as-funding-increases/a2425408" [X Link](https://x.com/CitywireSA/status/1701517462154387722) 2023-09-12T08:45Z [----] followers, [---] engagements "The stocks powering these #India managers 200% three-year return. No portfolio managers have ridden the huge rally in Indias stock market as effectively as Samir Rach and Tejas Sheth. #elitecompanies #assetmanagement" [X Link](https://x.com/CitywireSA/status/1701534322979668108) 2023-09-12T09:52Z [----] followers, [---] engagements "These top-rated Elite Companies offer deep value amid economic angst. Citywire has gone on the hunt for top-rated Citywire Elite Companies offering deep value and has unearthed heaps of cyclical plays @AlgyHall writes" [X Link](https://x.com/CitywireSA/status/1701845864480645582) 2023-09-13T06:30Z [----] followers, [--] engagements "CEO: You're going to see more consolidationin asset management. The heads of some of South Africas largest asset managers warn that mergers and acquisitions are fraught with risks @JustinBrownSA writes. @STANLIB @ninetyone_sa" [X Link](https://x.com/CitywireSA/status/1702197365682131385) 2023-09-14T05:47Z [----] followers, [---] engagements "PMs reverse extreme bearish stance and pile into equities survey finds. Global stock bets hit a 17-month high even if the overarching view isnt completely bullish Bank of America Merrill Lynch finds. #assetmanagement #investments #globalequities" [X Link](https://x.com/CitywireSA/status/1702554618264277479) 2023-09-15T05:27Z [----] followers, [--] engagements "AA-rated industry veteran: 'Let's eliminate human error'. Tony Bell has a philosophy centred on reading stock prices for better returns @Scranston writes. We should acknowledge our weaknesses and.minimise human error in our relationship with markets.'" [X Link](https://x.com/CitywireSA/status/1703986444778295725) 2023-09-19T04:16Z [----] followers, [---] engagements "Expert: AI offers incredible portfolio optimisation opportunities. Machine learning and AI may offer diverseideasand a new set of tools @JustinBrownSA writes. @jacquesludik @CortexLogic @Prescient_SA @Xperianza @CFA_SA" [X Link](https://x.com/CitywireSA/status/1703991387710955845) 2023-09-19T04:36Z [----] followers, [--] engagements "Top asset allocator: We always assess the impact of being wrong. Matrix Fund Managers focus on understanding the possible range of outcomes from asset classes. #assetmanagement #investments" [X Link](https://x.com/CitywireSA/status/1703993282575966337) 2023-09-19T04:43Z [----] followers, [--] engagements "SanlamAllianz appoints new CIO. Darryl Moodley will take on the new position in addition to his role as Sanfin Portfolio Solutions CEO @JustinBrownSA writes. @sanlam @SanlamInvest" [X Link](https://x.com/CitywireSA/status/1703993877802193052) 2023-09-19T04:46Z [----] followers, [---] engagements "This Citywire AAA-rated fund manager has noticed two key changes during his [--] years at Pimco. Pimco's CIO Dan Ivascyn has seen the asset management industry transform. Technological innovation has mattered a lot throughout the years.' #assetmanagement" [X Link](https://x.com/CitywireSA/status/1704364685254951067) 2023-09-20T05:19Z [----] followers, [--] engagements "PPS Investments hires a new CEO. Shaun Ruiters joins PPS effective October from Sanlam Investments where he was CEO of the multi-manager unit @JustinBrownSA writes. @PPS_SA #assetmanagement #investments #newhire" [X Link](https://x.com/CitywireSA/status/1704724176634794216) 2023-09-21T05:08Z [----] followers, [--] engagements "@SanlamInvest may consolidate funds following the merger with Absa. The regulator and clients must approve any changes but some fund mergers look inevitable @Scranston writes. #assetmanagement #investments" [X Link](https://x.com/CitywireSA/status/1704725856977826261) 2023-09-21T05:14Z [----] followers, [--] engagements "M&G remains on the front foot as interim profits jump 31%. CEO Andrea Rossi highlighted the strong momentum in credit and private markets strategies as positive inflows continued for a third year. @mandgsa @mandgplc @MandGInsights" [X Link](https://x.com/CitywireSA/status/1704727897661899141) 2023-09-21T05:22Z [----] followers, [--] engagements "Enko Capital hires a new portfolio manager. Jaron Meyerson has joined from Absa where he was a fixed-income trader @JustinBrownSA writes. #assetmanagement #investments #newhire" [X Link](https://x.com/CitywireSA/status/1704736417274905058) 2023-09-21T05:56Z [----] followers, [--] engagements "#CFP and independent fund consultant Johann Peens CFP shares his views on what the two-pot #retirement system will mean for #financialadvisers. #twopot #financialadvisors #financialplanners" [X Link](https://x.com/CitywireSA/status/1704986612780908797) 2023-09-21T22:31Z [----] followers, [--] engagements "Why has this Old Mutual fund hiked its Naspers exposure fivefold The Investors fund has increased its weighting to defensive sectors in an uncertain environment @Scranston writes. @OldMutualSA @MerlyP @Sibo81" [X Link](https://x.com/CitywireSA/status/1705068580683878839) 2023-09-22T03:56Z [----] followers, [---] engagements "@GoldmanSachs Asset Management (GSAM) is eyeing four global fixed-income opportunities: US investment grade credit selective European corporate credit emerging market corporate credit and green bonds @JustinBrownSA writes. #assetmanagement #investments" [X Link](https://x.com/CitywireSA/status/1705070762590085619) 2023-09-22T04:05Z [----] followers, [---] engagements "Women left waiting for fund manager promotions. In a roundtable to discuss Citywires latest Alpha Female report an expert panel examines why more women are not progressing to fund management roles and what can be done. #genderdiversity #assetmanagement https://citywire.com/za/news/women-left-waiting-for-fund-manager-promotions/a2426137 https://citywire.com/za/news/women-left-waiting-for-fund-manager-promotions/a2426137" [X Link](https://x.com/CitywireSA/status/1705073257353756708) 2023-09-22T04:15Z [----] followers, [---] engagements "These are the top-rated bargain shares amid China flight and spiking Treasury yields. Our hunt for top-rated Elite Companies trading at 5-year valuation lows has highlighted many big US banks and cyclical Chinese stocks @AlgyHall writes. #elitecompanies" [X Link](https://x.com/CitywireSA/status/1705073698900779485) 2023-09-22T04:17Z [----] followers, [--] engagements ".@FSCA has withdrawn Salt Asset Managements operating licence as a financial services provider. #FATF #FSP #moneylaundering" [X Link](https://x.com/CitywireSA/status/1705208072694579528) 2023-09-22T13:11Z [----] followers, [--] engagements "Metier raises R3.4bn for its new private equity fund. The Metier Capital Growth fund III is the successor to the second fund in the series launched in [----] @Scranston writes. #privateequity" [X Link](https://x.com/CitywireSA/status/1706536625600106931) 2023-09-26T05:10Z [----] followers, [---] engagements "The surprising focus of SAs top-performing fixed income fund over the past year. The Anchor BCI Africa Flexible Income fund invests in hard currency debt issued by African countries. #assetmanagement #fixedincome" [X Link](https://x.com/CitywireSA/status/1706887327983775938) 2023-09-27T04:23Z [----] followers, [---] engagements "Healthcares hottest stock: Why does this top investor back Eli Lilly Leading healthcare fund manager Neal Kaufman is betting on Eli Lilly as the pharmaceutical giant profits from an explosion in demand for its obesity drug. #assetmanagement #healtchcare" [X Link](https://x.com/CitywireSA/status/1706891210542002224) 2023-09-27T04:39Z [----] followers, [---] engagements "Allan Gray is finding value in SA Inc shares. Small managers are best placed to take large positions in depressed small caps @Scranston writes. #assetmanagement #SAequity https://citywire.com/za/news/allan-gray-is-finding-value-in-sa-inc-shares/a2426604 https://citywire.com/za/news/allan-gray-is-finding-value-in-sa-inc-shares/a2426604" [X Link](https://x.com/CitywireSA/status/1706959474571825518) 2023-09-27T09:10Z [----] followers, [---] engagements "AA-rated co-CIO explains his passion for investing. Greg Hopkins enjoys coaching and developing the PSG Asset Management team @JustinBrownSA writes. The markets are a great humbler. But its rewarding if you are open-minded and willing to learn. @PSG_AM" [X Link](https://x.com/CitywireSA/status/1707249753010868540) 2023-09-28T04:23Z [----] followers, [--] engagements "BEE.conomics: Omig makes cut as BEE manager for first time. Sanlam Investment Management remains SA's largest black-owned manager @Scranston writes. There are [--] black-owned fund management firms in SA collectively managing R2.2tn. @27four @Fatima_Vawda" [X Link](https://x.com/CitywireSA/status/1707251364139553082) 2023-09-28T04:30Z [----] followers, [---] engagements "The case for local assets when the Fed starts cutting. Saffron Wealth CEO Brandon Quinn expects lower US rates to lead to better sovereign spread value on emerging market bonds including those in SA. #assetmanagement #fixedincome #EmergingMarkets" [X Link](https://x.com/CitywireSA/status/1707252320105308459) 2023-09-28T04:34Z [----] followers, [--] engagements "All #pensionfund board members must complete the first [--] modules of the @fscasouthafrica's new Trustee Training Toolkit by March [----]. More details here: #governance #retirement #trustees #regulation" [X Link](https://x.com/CitywireSA/status/1707609897955635444) 2023-09-29T04:15Z [----] followers, [---] engagements "The Financial Services Tribunal has rejected former Steinhoff CEO Markus Joostes application toreconsiderthe R20m penalty handed down by the Financial Sector Conduct Authority. Itconcluded that Joostesfine was appropriate @JustinBrownSA writes" [X Link](https://x.com/CitywireSA/status/1708708717263204414) 2023-10-02T05:01Z [----] followers, [---] engagements "Is it time to buy #value stocks Research by Anchor Stockbrokers Josiah Rudolph shows that from [----] to [----] South African value shares outperformed #growth stocks by 68%. @AnchorCapitalZA #assetmanagement #investment" [X Link](https://x.com/CitywireSA/status/1708713167113609517) 2023-10-02T05:19Z [----] followers, [---] engagements "A-rated PM: The West has taken its eye off the ball with #emergingmarkets for [--] years. PGIM Fixed Incomes Cathy Hepworth says the US and its allies are more likely to support developing countries as rivalry with China heats up. @pgim #fixedincome" [X Link](https://x.com/CitywireSA/status/1708726681551180205) 2023-10-02T06:12Z [----] followers, [--] engagements "@CoreShares founder joins @etfSA. The founder of CoreShares Asset Management @GarethStobie has joined etfSA as an executive director to lead the companys strategy and corporate development. @Nerina_Visser #assetmanagement #investment" [X Link](https://x.com/CitywireSA/status/1709070528814686296) 2023-10-03T04:59Z [----] followers, [---] engagements "The PMs of this top-performing balanced fund explain its big property holding. They believe property offers a stand-out opportunity. The R186m Granate BCI Balanced fund had 17.5% of its assets invested in property at the end of August. @Granate_AM" [X Link](https://x.com/CitywireSA/status/1709073598122434572) 2023-10-03T05:11Z [----] followers, [--] engagements "BEE is still taking baby steps in private equity. Only 2% of assets run by black investment managers are in private equity funds @Scranston writes. @27four #assetmanagement #privateequity #investmentmanagement #investments" [X Link](https://x.com/anyuser/status/1709075585807393059) 2023-10-03T05:19Z [--] followers, [----] engagements "The Schmidt Family Office (SFO) which has offices in Stellenbosch and Zurich has hired Jacobus Brink as its new CIO. He started work in the post on Monday. Brink joined SFO from Novare @JustinBrownSA writes" [X Link](https://x.com/CitywireSA/status/1709076432494751967) 2023-10-03T05:22Z [----] followers, [--] engagements "Being regulated is necessary but has #regulation gone too far In this latest episode of Take Two CEOs Lawrence Lever asks: Is the balance right between regulation to protect #investors and the commercial imperatives of #assetmanagement firms" [X Link](https://x.com/CitywireSA/status/1709077839327199283) 2023-10-03T05:28Z [----] followers, [--] engagements "Misguided perception providing opportunities for EM value funds says contrarian PM. Nordic outperforming manager Fredrik Bjelland talks about betting on China and when it makes sense to take risks. #assetmanagement #investmentmanagement #investments" [X Link](https://x.com/CitywireSA/status/1709079076848238794) 2023-10-03T05:32Z [----] followers, [--] engagements "Record #China exit and active #ETF boom. Active ETF flows look set to overtake 2022s 5bn while mutual funds have been in outflow mode. Could the boom finally be here Meanwhile investors pull record amounts from China sectors. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1709080284497412183) 2023-10-03T05:37Z [----] followers, [--] engagements "Two CIO exits in [--] months: Reitway CEO takes on a dual role. Reitway Global CIO Martin Botha left at the end of September. CEO Greg Rawlins now the dual CEO and CIO is concerned about the turnover of CIOs at the firm @JustinBrownSA writes. @ReitwayG" [X Link](https://x.com/CitywireSA/status/1709477145104281602) 2023-10-04T07:54Z [----] followers, [---] engagements ".@asisa_za statistics show 4.3m #risk policies lapsed in H1 June [----] & more recurring #savings policieswere surrendered than bought. #insurance #brokers #inflation #consumer https://citywire.com/za/news/asisa-concerning-lapse-rate-for-risk-policies-in-the-first-half-of-2023/a2427253 https://citywire.com/za/news/asisa-concerning-lapse-rate-for-risk-policies-in-the-first-half-of-2023/a2427253" [X Link](https://x.com/CitywireSA/status/1709479126422225104) 2023-10-04T08:02Z [----] followers, [--] engagements "The @JSE_Group has its first semi-transparent actively managed ETF (AMETF) after Reitway Global launched its AMETF. The new ETF is also SAs first property AMETF @justinbrownsa writes. Three of the JSE-listed AMETFs are fully transparent. @ReitwayG" [X Link](https://x.com/CitywireSA/status/1709481423445360894) 2023-10-04T08:11Z [----] followers, [---] engagements "Forget AI stocks from this resurgent sector are hitting new highs. Companies linked to the artificial intelligence boom once dominated our screen for top-rated stocks hitting 52-week highs @AlgyHall writes. But not this time" [X Link](https://x.com/CitywireSA/status/1709482462915567780) 2023-10-04T08:15Z [----] followers, [--] engagements "Takeover-friendly reforms will spur #Japans equity market says AAA-rated team. Arcus Investment says hostile #acquisitions are much more likely following the recent code overhaul and this will add fuel to the booming #FarEastern market. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1709483784880447532) 2023-10-04T08:21Z [----] followers, [--] engagements "There is deep value in the listed property sector. @Sesfikile_Cap believes the best time to buy local and global property will be when rates peak @JustinBrownSA writes. 'Everyone hates the sector. Usually thats where the big alpha opportunity is" [X Link](https://x.com/CitywireSA/status/1709781837965357531) 2023-10-05T04:05Z [----] followers, [--] engagements "@StandardBankZA has launched two new actively managed certificates (AMCs) also known as ETNs. Both AMCs invest in global equities and allow investors the opportunity to invest through a rand-based vehicle traded on the @JSE_Group @scranston writes" [X Link](https://x.com/CitywireSA/status/1709784273358622877) 2023-10-05T04:15Z [----] followers, [----] engagements "People lost their minds: Why this $3.4bn fund sold (and bought back) #Nvidia. T Rowe Prices David Eiswert believes the market darling can teach investors much about investment discipline. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1709784760707437023) 2023-10-05T04:17Z [----] followers, [--] engagements "Australian asset manager Regal Partners has withdrawn its offer for the $14bn multi-boutique Pacific Current Group (PAC) firm. Rajiv Jain's @GQGPartners is the only other firm publicly bidding for PAC. #assetmanagement #mergersandacquisitions" [X Link](https://x.com/CitywireSA/status/1709785808339714063) 2023-10-05T04:21Z [----] followers, [---] engagements "From pets to pubs: Five UK small caps backed by the best fund managers. We take a closer look at five of the stocks that are among the top [--] favourites for the world's best fund managers. #elitecompanies #assetmanagement" [X Link](https://x.com/CitywireSA/status/1709786443067847052) 2023-10-05T04:23Z [----] followers, [---] engagements "AAA-rated #AI fund manager: Lessons from the #smartphone boom. The leaders in smartphones gained 175% in total returns between [----] and [----]. TCW Groups Bo Fifer looks at the similarities with those driving the AI trend. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1711237942662791556) 2023-10-09T04:31Z [----] followers, [---] engagements "Two-thirds of asset owners say #ESG is now crucial but headwinds persist. Morningstar sentiment check finds increased allocations but challenges grow across standardisation regulation rising costs and #AI. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1711238480657830162) 2023-10-09T04:33Z [----] followers, [---] engagements "@10Xinvestments' assets grow R10bn since @CoreShares merger announcement. Net new assets account for over 80% of the increase in 10Xs total assets since it announced the CoreShares deal @JustinBrownSA writes. @NothMichelle @CV_Rule #assetmanagement" [X Link](https://x.com/CitywireSA/status/1711594433399910603) 2023-10-10T04:08Z [----] followers, [---] engagements "The individual structured product field dominated by Discovery and Investec has a new player with the launch of @FNBSAs first structured products. FNB sees these products as a halfway house between cash deposits and unit trusts @Scranston writes" [X Link](https://x.com/CitywireSA/status/1711596870592508242) 2023-10-10T04:17Z [----] followers, [---] engagements "Sanlam Investments Multi-Manager appoints two deputy CIOs. SIMM has promoted Suvira Bodha and Mark Phillips into these positions @JustinBrownSA writes. @SanlamInvest" [X Link](https://x.com/CitywireSA/status/1711597594235830312) 2023-10-10T04:20Z [----] followers, [---] engagements "SAs credit markets are characterised by dislocation between supply and demand according to @Futuregrowth's head of credit Olga Constantatos. @Momentum_za Investments fixed income head Ian Scott believes nominal bonds look exceedingly cheap. @Olgs0502" [X Link](https://x.com/CitywireSA/status/1711598834814505435) 2023-10-10T04:25Z [----] followers, [---] engagements "Why do top fund managers love this boring but profitable Nordic bank Nordea's conservative credentials and a strong track record of profitability have won the bank some of the world's top-performing fund managers as fans. @Nordea" [X Link](https://x.com/CitywireSA/status/1711599705501639059) 2023-10-10T04:29Z [----] followers, [---] engagements "I have no safety net: Why this AAA-rated PM went it alone. Citywire hears from an emerging market debt manager about starting from scratch on his terms. 'Thats what most people struggle with when to take the leap" [X Link](https://x.com/CitywireSA/status/1711600389961719970) 2023-10-10T04:31Z [----] followers, [---] engagements "Europes decarbonisation drive has exposed weak spots warns veteran. First Eagle Investments Matthew McLennan believes the regions rapid expansion has exposed it to sudden and detrimental challenges" [X Link](https://x.com/CitywireSA/status/1711601026355146798) 2023-10-10T04:34Z [----] followers, [---] engagements "Why the strong rebound from this income fund The Element Real Income SCI fund has beaten its benchmark by an annualised one percentage point over [--] years @Scranston writes. Over [--] year the fund ranks 8th out of [---] in its category with a 13.5% return" [X Link](https://x.com/CitywireSA/status/1711965925786706213) 2023-10-11T04:44Z [----] followers, [---] engagements "Thoughtful deliberation iskeywhen allocating between SA and global #property. @STANLIBs head of property @NesiChetty says investors have turned to global Reits to diversify away from SA Reits which are grappling with big challenges. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1711969205942104400) 2023-10-11T04:57Z [----] followers, [---] engagements "US active #ETFs have not suffered a month of outflows over the past three years. These ETFs attracted $277bn (R5.3tn) of assets during that time. This contrasts with active US #mutualfunds which have seen $300bn in outflows this year. #assetmanagement https://citywire.com/za/news/the-funds-and-firms-winning-big-as-us-active-etfs-boom/a2427664 https://citywire.com/za/news/the-funds-and-firms-winning-big-as-us-active-etfs-boom/a2427664" [X Link](https://x.com/CitywireSA/status/1711974146190512138) 2023-10-11T05:16Z [----] followers, [---] engagements "This industry revolution will be bigger than the shift to #passives. A new paper by investment industry strategist Roland Rousseau argues active #ETFs and risk budgeting technology are revolutionising the investment management industry. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1712315476783595824) 2023-10-12T03:53Z [----] followers, [---] engagements "@PSG_AM head of fixed income Lyle Sankar believes the multi-income space could be the most attractive part of SA fixed income. Momentum Investments' head of fixed income Ian Scott sees opportunities in hard currency SA corporate bonds. @MomentumINV_ZA" [X Link](https://x.com/CitywireSA/status/1712319120048300211) 2023-10-12T04:07Z [----] followers, [---] engagements "PSG Financial Services until recently known as PSG Konsult has reported net inflows of R9.5bn into managed assets for the six months ended August. AUM increased by 19% to R376bn compared to the prior half-year @Scranston writes. @PSGKonsult @PSG_AM" [X Link](https://x.com/CitywireSA/status/1712322570588922298) 2023-10-12T04:21Z [----] followers, [---] engagements "Harith General Partners a leading Pan-African investor and developer of #infrastructure projects will buy 46% of Mergence Investment Managers @Scranston writes. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1712324105708478648) 2023-10-12T04:27Z [----] followers, [--] engagements "Vunani CIO: SA equity priced for a global financial crisis. Vunani Fund Managers CIO Safs Narker believes local counters offer a massive opportunity if investors rerate the valuations of these stocks @JustinBrownSA writes. @VunaniAM #assetmanagement" [X Link](https://x.com/CitywireSA/status/1712325232814395536) 2023-10-12T04:32Z [----] followers, [--] engagements "Morningstar analysis: Passive funds continue outperforming active. Over the last decade to the end of June [----] just 17.1% and 23.1% of active equity and bond managers respectively generated better returns than their passive peers. #passiveinvesting" [X Link](https://x.com/CitywireSA/status/1712326737671987214) 2023-10-12T04:38Z [----] followers, [---] engagements "Why is the smart money flocking to Rio Tinto The #mining group is popular with income and value investors and improved #ironore prices are pushing up earnings forecasts @AlgyHall writes. Iron ore accounts for about 70% of the Rio Tintos Ebita" [X Link](https://x.com/CitywireSA/status/1712327976929436117) 2023-10-12T04:42Z [----] followers, [---] engagements "Old Mutual Investment Group (Omig) is grown up and ready to move. As a black-controlled asset manager it is forging a new identity. Omig has signed a lease to move out of its historic home in Pinelands to the nearby Riverlands complex @Scranston writes" [X Link](https://x.com/CitywireSA/status/1712706475959697863) 2023-10-13T05:46Z [----] followers, [---] engagements "The UK's Financial Conduct Authority bans ex-Barclays CEO for reckless Epstein statements. The FCA fined James Staley 1.8m for recklessly approving a misleading letter on the nature of his relationship with convicted sex offender Jeffrey Epstein" [X Link](https://x.com/CitywireSA/status/1712708532678590641) 2023-10-13T05:55Z [----] followers, [---] engagements "Top fund managers bet the worst is over for reinvented #Dell. Brokers are pushing up earnings forecasts for IT infrastructure business Dell Technologies as second-quarter results raise hopes demand is bottoming out" [X Link](https://x.com/CitywireSA/status/1712716922444230788) 2023-10-13T06:28Z [----] followers, [---] engagements "Platinum Portfolios launches an income fund of funds. The new Platinum Portfolios fund aims to provide investors with a haven. Reg [--] compliant Platinum BCI Defensive Income fund of funds sits in the Asisa multi-asset income category @Scranston writes" [X Link](https://x.com/CitywireSA/status/1713767499991302558) 2023-10-16T04:03Z [----] followers, [---] engagements "This investor made 1000% from #EliLilly here's his next pharma bet. Top-performing fund manager Peter Rutter is now drawn to another drug maker for the same reasons he was first attracted to the US pharmaceutical giant @AlgyHall writes. @RLAM_UK" [X Link](https://x.com/CitywireSA/status/1714136455235223822) 2023-10-17T04:29Z [----] followers, [---] engagements "UK DFM with 400m in AUM goes into administration. Wealth manager and stockbroker Blankstone Sington agreed with the UK's Financial Conduct Authority to stop taking on new clients in [----]. 'The special administrators have secured all clients assets'" [X Link](https://x.com/CitywireSA/status/1714138887830819016) 2023-10-17T04:38Z [----] followers, [---] engagements "How not to announce a fund manager move. Fund buyers hate discovering manager changes in the news. Fund selectors often cite style drift as a cardinal sin but asset managers face an even graver danger a sudden and unexpected change in a lead manager" [X Link](https://x.com/CitywireSA/status/1714139616217829827) 2023-10-17T04:41Z [----] followers, [---] engagements "Meet #CFP Jonty Sacks of MJ Sacks & Associates who finds the future of financial advice both a challenging and exciting prospect. #financialadvisers #financialplanners #financialadvisors" [X Link](https://x.com/CitywireSA/status/1714221582837510254) 2023-10-17T10:07Z [----] followers, [---] engagements "The depth of the recession will matter. @PSG_AM's Lyle Sankar believes investors should focus more on the depth of a US recession rather than its timing. @MomentumINV_ZA's Ian Scott believes the SA Reserve Bank will start cutting rates next year. https://citywire.com/za/news/the-depth-of-the-recession-will-matter/a2428094 https://citywire.com/za/news/the-depth-of-the-recession-will-matter/a2428094" [X Link](https://x.com/CitywireSA/status/1714494675065688280) 2023-10-18T04:12Z [----] followers, [---] engagements "Excelsia Capital has hired Sithembiso Garane as its head of fixed income effective January [----] according to Excelsia CEO Rajay Ambekar. Excelsia is looking to launch new products following Garanes appointment @JustinBrownSA writes. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1714496072494485780) 2023-10-18T04:18Z [----] followers, [---] engagements "Columbia Threadneedle CIO: Money market funds are now the big competitor to bonds. In terms of heightened market volatility higher for longer has strengthened the outlook for money market funds according to William Davies. @CTinvest_EMEA #assetmanagement" [X Link](https://x.com/CitywireSA/status/1714498786288930836) 2023-10-18T04:28Z [----] followers, [---] engagements "Are with-profit #annuities appropriate for low-income pensioners Should those with higher risk factors get higher guaranteed income over their shorter life expectancy Read why #JustSA believes so. #financialadvisers @ActuarialSa #retirementannuities" [X Link](https://x.com/CitywireSA/status/1714499042497974481) 2023-10-18T04:30Z [----] followers, [---] engagements "@ninetyone_sa will launch a rand feeder fund for its Global Diversified Income fund in November. The portfolio will likely deliver a 6.5% US dollar return over the coming year @JustinBrownSA writes" [X Link](https://x.com/CitywireSA/status/1714874947712045153) 2023-10-19T05:23Z [----] followers, [--] engagements "#Nvidias 310% surge is driven by reverse ageing. Not all fast-growing firms are early in their corporate life as Nvidia's fourfold return over the past year shows. Mature but high-growth companies can be the most profitable investments. #elitecompanies" [X Link](https://x.com/CitywireSA/status/1714877392861188373) 2023-10-19T05:33Z [----] followers, [---] engagements "US mutual funds suffered roughly $48bn in outflows in September with bonds US and sector equities getting hit the hardest. The outflows were offset by roughly $36bn in inflows US #ETFs enjoyed over the same period for a collective $12bn in outflows" [X Link](https://x.com/CitywireSA/status/1714878734115737735) 2023-10-19T05:38Z [----] followers, [---] engagements "Industry veteran: Reits will come back as every dog has its day. @Scranston talks to #property entrepreneur turned PM Mike Flax. I am confident that Reits will come back into favour once interest rates start to fall. @MikeMikeflax. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1715209454549955005) 2023-10-20T03:32Z [----] followers, [---] engagements "South Africa is very unloved and we sit in a dark corner. @MomentumINV_ZAs Ian Scott believes SA is in a dark place but theres light at the end of the tunnel. SA is offering investors fixed-income real yields of 3.5%. @PSG_AM @Futuregrowth" [X Link](https://x.com/CitywireSA/status/1715212173553619360) 2023-10-20T03:43Z [----] followers, [---] engagements "BEE consortium buys minority stake in Apex South Africa. The NtisoAkhona Group backed by Mcebisi Jonas and Noluthando Gosa has acquired the interest @JustinBrownSA writes. @ApexGlobalGroup" [X Link](https://x.com/CitywireSA/status/1715214422820491574) 2023-10-20T03:52Z [----] followers, [---] engagements "The UKs Financial Conduct Authority (FCA) has outlined how it has had to push back on some investment funds which it believes are misleadingly labelled as #ESG with #passive funds singled out as a particular area of concern. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1715220465516511702) 2023-10-20T04:16Z [----] followers, [---] engagements "Benguela appoints new CEO. Lesiba Mothata joins the asset manager fromAlexforbes @JustinBrownSA writes. @Benguela_Global @alexforbes" [X Link](https://x.com/CitywireSA/status/1716304429295493372) 2023-10-23T04:03Z [----] followers, [---] engagements "Alexforbes Investments hires a new economist and a portfolio manager. The asset manager appointed Tshembhani Hlongwane as an economist and Karabo Nkoana as a portfolio manager in the alternative investments division @JustinBrownSA writes. @alexforbes" [X Link](https://x.com/CitywireSA/status/1716306934251302919) 2023-10-23T04:13Z [----] followers, [---] engagements "Vunani: We are now predominantly a fixed-income house. More than two-thirds of the Vunani Fund Managers' AUM is in fixed-income mandates @Scranston writes. @VunaniAM @inthezone74 @musangema_ #assetmanagement" [X Link](https://x.com/CitywireSA/status/1716713119169597716) 2023-10-24T07:07Z [----] followers, [---] engagements "Bank of America: SA managers see a rate cut in [----] second quarter. A net 37% of managers surveyed believe it is too early to buy rate-sensitive stocks ahead of the anticipated cutting cycle @JustinBrownSA writes" [X Link](https://x.com/CitywireSA/status/1716715949334684027) 2023-10-24T07:19Z [----] followers, [---] engagements "Whats an #assetmanager worth It depends on what they do. The share prices of major listed asset managers are mostly still in the doldrums. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1716722055846998057) 2023-10-24T07:43Z [----] followers, [---] engagements "@10Xinvestments: Tactical asset allocation has little value. The asset manager believes some investorsmisunderstand strategic asset allocation. We dont believe tactical asset allocation has consistent value in portfolio construction over long periods" [X Link](https://x.com/CitywireSA/status/1717086843265491231) 2023-10-25T07:53Z [----] followers, [--] engagements "Top fund managers five favourite tech stocks may come as a surprise. Neither #Apple nor #Microsoft make it into the Citywire Elite Companies global top [--] but these five tech stocks do. #elitecompanies" [X Link](https://x.com/CitywireSA/status/1717090146976145903) 2023-10-25T08:06Z [----] followers, [---] engagements "#Wealthmanagers meet up-and-coming wealth adviser Skye Kelly of #HarbourWealth who is passionate about good financial advice. #wealthmanagement #financialplanning" [X Link](https://x.com/CitywireSA/status/1717391853996097692) 2023-10-26T04:05Z [----] followers, [--] engagements "#TSMC is a compounding champion but there's a catch. Citywire examines two of top fund manager Peter Rutter's favourite stocks both at different stages: TSMC and #Thor. #Elitecompanies" [X Link](https://x.com/CitywireSA/status/1717422303863005197) 2023-10-26T06:06Z [----] followers, [--] engagements "Top fund managers five favourite #tech stocks may come as a surprise. Neither #Apple nor #Microsoft make it into the Citywire Elite Companies global top [--] but these five tech stocks do. #elitecompanies" [X Link](https://x.com/CitywireSA/status/1717766847448121695) 2023-10-27T04:55Z [----] followers, [---] engagements "Inn8 wins the overall Citywire South Africa #DFM Award for [----]. Citywire South African staged its DFM Awards at a gala ceremony at theMount Nelson Hotel in Cape Town" [X Link](https://x.com/CitywireSA/status/1717794702664032536) 2023-10-27T06:45Z [----] followers, [---] engagements "SA venture capital deal flow fell 15% in [----]. The value of deals done in the [----] calendar year saw a further contraction to R1.12bn from R1.31bn invested in [----] and down 19.4% from the [----] record of R 1.39bn @Scranston writes. @SAVCAssociation" [X Link](https://x.com/CitywireSA/status/1718848244057350607) 2023-10-30T04:32Z [----] followers, [---] engagements "Citywire Forum delegates expect a recession in [----]. Fifty-four percent of delegates in Johannesburg believed a recession would occur in the second quarter of [----]. In Cape Town 40% of delegates thought a recession would happen in the second quarter" [X Link](https://x.com/CitywireSA/status/1718849236974870778) 2023-10-30T04:36Z [----] followers, [---] engagements "Here are all the pictures from Citywire's Cape Town Forum. Look at what happened and who attended Citywire South Africa's latest Forum in Cape Town" [X Link](https://x.com/CitywireSA/status/1718850757993046366) 2023-10-30T04:42Z [----] followers, [---] engagements "BlackRock to pay $2.5m for inaccurate reporting by fund hit by movie fraud. The BlackRock Multi-Sector Income Trust invested $75m in the Aviron Group which the asset manager described in the funds reports as a diversified financial services company" [X Link](https://x.com/CitywireSA/status/1718851626348216788) 2023-10-30T04:45Z [----] followers, [---] engagements "Argon Asset Management CEO explains how he transformed the firm after underperformance. One of Manas Bapelas significant changes was making Argons equity process more benchmark-aware @JustinBrownSA writes" [X Link](https://x.com/CitywireSA/status/1719210843135500749) 2023-10-31T04:33Z [----] followers, [---] engagements "Few absolute return funds beat their targets. Nedgroup Investments Opportunity fund is one of the few absolute return funds to exceed its target over [--] years @Scranston writes. @NedgroupInvest @SanlamInvest @PSG_AM @ninetyone_sa @OmriThomas" [X Link](https://x.com/CitywireSA/status/1719212567606812887) 2023-10-31T04:39Z [----] followers, [---] engagements "How do #DFMs reduce risk for advisers In a world of growing compliance requirements DFMs have much to offer advisers in managing a range of operational risks. @_StrategiQ_ @YatesFlorbela" [X Link](https://x.com/CitywireSA/status/1719213655542120780) 2023-10-31T04:44Z [----] followers, [--] engagements "It beats cash and it beats inflation: JP Morgan on sticking to 60/40. A portfolio of shares and bonds will still outstrip cash in the long run and adding alternatives will boost returns further says JP Morgans multi-asset team. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1719214148108636494) 2023-10-31T04:46Z [----] followers, [---] engagements "Why this equity outperformer isnt swayed by the #MagnificentSeven. Freddie Laits fast-growing boutique Latitude is betting on diversification to drive further growth rather than riding current winners. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1719214540536021090) 2023-10-31T04:47Z [----] followers, [---] engagements ".@financialcaddie believes #financialplanning and financial #coaching as standalone services without product #advice and intermediation can add significantly more value at lower cost to the client. Do you agree #Financialplanners #financialadvisers" [X Link](https://x.com/CitywireSA/status/1719553598345130481) 2023-11-01T03:15Z [----] followers, [---] engagements "The first fund in the @aluwani_capital and @FTI_Global alliance - a global equity feeder fund feeding into theFTGF Martin Currie Global Long-Term Unconstrained fund - will launch later in Q4 [----]. @Scranston explores their plans. #globalequities" [X Link](https://x.com/CitywireSA/status/1719578674922467517) 2023-11-01T04:54Z [----] followers, [---] engagements "WATCH: @cwSelector spoke to three chief investment officers about their macro outlook: Peter Fitzgerald of Aviva Investors Jon Maier of Global X ETFs and John Lovito of American Century Investments. #macroeconomics #investments" [X Link](https://x.com/CitywireSA/status/1719625672203591717) 2023-11-01T08:01Z [----] followers, [--] engagements "'MTBPS was more negative for equities than for bonds.' Citywire South Africa spoke to three economists to get their response to the [----] Medium Term Budget Policy Statement. @MomentumINV_ZA @FNBSA @AdrianSaville https://citywire.com/za/news/mtbps-was-more-negative-for-equities-than-for-bonds/a2429448 https://citywire.com/za/news/mtbps-was-more-negative-for-equities-than-for-bonds/a2429448" [X Link](https://x.com/CitywireSA/status/1719929244682211427) 2023-11-02T04:07Z [----] followers, [---] engagements "How could changing regulations impact the DFM-adviser relationship There are several ways in which a #DFM service offering can become more attractive as regulation shifts. @_StrategiQ_" [X Link](https://x.com/CitywireSA/status/1719930674361020909) 2023-11-02T04:13Z [----] followers, [---] engagements "Why has this top investor bought an airline for the first time In the final story on life cycle investing Citywire examines Steel Dynamics in the 'mature' stage and two companies with 'turnaround' potential: Delta Air Lines and Shell. #elitecompanies https://citywire.com/za/news/why-this-top-investor-has-bought-an-airline-for-the-first-time-in-his-career/a2429445 https://citywire.com/za/news/why-this-top-investor-has-bought-an-airline-for-the-first-time-in-his-career/a2429445" [X Link](https://x.com/CitywireSA/status/1719931555496308891) 2023-11-02T04:16Z [----] followers, [---] engagements "Whats spooking [--] investors this #Halloween There is plenty to horrify asset allocators this Halloween but there could be a treat or two on offer too" [X Link](https://x.com/CitywireSA/status/1719933045577220475) 2023-11-02T04:22Z [----] followers, [--] engagements "#Financialadvisers will become increasingly important in ensuring clients are adequately protected against the rising risks a/w #climatechange. Clients may soon see higher #insurance premiums & more intense underwriting too. #climaterisk #ESG" [X Link](https://x.com/CitywireSA/status/1720031052276646067) 2023-11-02T10:52Z [----] followers, [---] engagements "@27four: We are still more optimistic about offshore. The multi-manager has enjoyed relatively strong returns in its multi-asset funds over the past year due to its global equity allocations. 27four sees potential for good risk-adjusted global returns" [X Link](https://x.com/CitywireSA/status/1720293783823089920) 2023-11-03T04:16Z [----] followers, [---] engagements "Domestic property outperformed equities over the past three years. The top performer in the sector the Ninety One Property fund achieved an annualised 21.3% return @scranston writes. @ninetyone_sa @alexforbes @Futuregrowth @Sesfikile_Cap @SanlamInvest" [X Link](https://x.com/CitywireSA/status/1720295744232435789) 2023-11-03T04:24Z [----] followers, [---] engagements "Anchor Capital: Valuations demand a big premium to invest in SA equities. Anchor believes if the multiple headwinds facing local equity recede it could catalyse a powerful rally @JustinBrownSA writes. @AnchorCapitalZA #assetmanagement" [X Link](https://x.com/CitywireSA/status/1720297193142140991) 2023-11-03T04:29Z [----] followers, [---] engagements "UK property funds face a struggle to sell assets. The race to liquidate property funds has begun but which assets will sell and who will buy The closure and suspension of several property funds have raised questions about the future of these vehicles" [X Link](https://x.com/CitywireSA/status/1720300525088866809) 2023-11-03T04:43Z [----] followers, [---] engagements "Retro revival: Top-performing fund managers are profiting from a surge in the shares of iconic fashion brands of the 1990s and 2000s as they bet on a revival of fortunes. AAA-rated Abercrombie & Fitch and AA-rated Gap shares are soaring. #elitecompanies" [X Link](https://x.com/CitywireSA/status/1720302272360468956) 2023-11-03T04:49Z [----] followers, [---] engagements "This top-performing global equity fund is slimming down. The Stonehage Fleming Global Best Ideas Equity fund has significantly sold down its consumer staples stocks. My glass is now on the half-empty side on staples.' @SF_FamilyOffice" [X Link](https://x.com/CitywireSA/status/1721371826973028416) 2023-11-06T03:39Z [----] followers, [---] engagements "EM Insider: China valuations are a bargain now but high growth is over. Allsprings Derrick Irwin joins Citywires Krystle Higgins to discuss the changing Chinese equity market and how investors can capitalise on its slowing growth. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1721376184410231195) 2023-11-06T03:57Z [----] followers, [---] engagements "Prowess Investment Managers has appointed Qhivi Tiva as its new head of fixed income investments starting in November @JustinBrownSA writes. @ProwessManagers @Qhivitiva #assetmanagement" [X Link](https://x.com/CitywireSA/status/1721751930148393238) 2023-11-07T04:50Z [----] followers, [---] engagements "Meet Woodland Wealth #CFP and wealth manager Deidr Valentine who believes an AUM or fee-based #financialadviser environment is best for client outcomes. Read more about her here. #CFPs #financialadvisors #financialplanners #WealthBuilding" [X Link](https://x.com/CitywireSA/status/1722094089204596746) 2023-11-08T03:30Z [----] followers, [---] engagements "A look at some of the red flags raised and lessons for #financialadvisers and investors in the #BHITrust scheme . #Ponzi #scams #scam #BHI #financialadvisors #financialplanners @fscasouthafrica" [X Link](https://x.com/CitywireSA/status/1722105412818808867) 2023-11-08T04:15Z [----] followers, [---] engagements "Ruan Jooste is Citywire SA's new editor. The financial writer has held editor roles at the Financial Mail Business Day and Finweek. @DURITZ79" [X Link](https://x.com/CitywireSA/status/1722110896284066139) 2023-11-08T04:36Z [----] followers, [---] engagements "@NedgroupInvest: Now is the time to invest in global fixed income. Global fixed income offers 5% to 6% per annum over the next decade. 'For the first time in decades we see global fixed income as a potentially interesting asset class to invest in" [X Link](https://x.com/CitywireSA/status/1722118880951193884) 2023-11-08T05:08Z [----] followers, [---] engagements "Citywire South Africa will announce fund manager awards next week. Citywire SA will decide on its annual fund manager awards across [--] categories. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1722554496826388654) 2023-11-09T09:59Z [----] followers, [---] engagements "@ninetyone_sa hires a new fixed income portfolio manager. @RuenNaidu joined from Argon Asset Management" [X Link](https://x.com/CitywireSA/status/1722557804349673580) 2023-11-09T10:12Z [----] followers, [---] engagements "Coronation fires another salvo in its Constitutional Court battle with #Sars. Coronation wants a Supreme Court of Appeal ruling overturned @JustinBrownSA writes. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1723907114194592248) 2023-11-13T03:34Z [----] followers, [---] engagements "New highs from ascendant #India software stars and consumer kings. Check out the favourite shares of the worlds best portfolio managers that are hitting new highs and lows @AlgyHall writes. #elitecompanies" [X Link](https://x.com/CitywireSA/status/1724287032069947711) 2023-11-14T04:43Z [----] followers, [---] engagements "Why does PSG Asset Management prefer real economy over growth assets High interest rates and sticky inflation have kept PSG AM away from highly-priced growth assets @DURITZ79 writes. @PSG_AM @AnetAhern #assetmanagement" [X Link](https://x.com/CitywireSA/status/1724683344007319662) 2023-11-15T06:58Z [----] followers, [---] engagements "PROFILE Insights and tips from Lara Warburton @FPI_SA's #FinancialPlanner of [----]. Our advice needs to be the product we're marketing and selling. Were not selling products or performance.' she said at the #FPIConvention. #financialadvisers" [X Link](https://x.com/CitywireSA/status/1725428675506589949) 2023-11-17T08:20Z [----] followers, [---] engagements ".@CrueInvest won the @FPI_SA [----] Approved Professional Practice award. Cofounders Craig and @suetorr share their journey building the fee-based independent practice #workculture and plans for the future. #financialplanning #financialadvisers #IFAs" [X Link](https://x.com/CitywireSA/status/1725457810547159414) 2023-11-17T10:16Z [----] followers, [--] engagements "Will China repeat Japans 1990s implosion @CentaurAM believes China's economy is on shaky ground @JustinBrownSA writes. Something a lot of market pundits are talking about is whether China is facing the same situation Japan did in the early 1990s" [X Link](https://x.com/CitywireSA/status/1726472534881685933) 2023-11-20T05:28Z [----] followers, [---] engagements "Stephen Cranstons Investors note: Merge but with caution. There have been spectacular failures and some successes when asset managers have merged @Scranston writes. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1726473096885076218) 2023-11-20T05:30Z [----] followers, [---] engagements "How Canadas Warren Buffett delivered a 23000% return. Mark Leonard the reclusive founder of Canadas Constellation Software achieved huge returns for shareholders thanks to a capital allocation strategy that has drawn comparisons with Warren Buffett" [X Link](https://x.com/CitywireSA/status/1726473550427570516) 2023-11-20T05:32Z [----] followers, [---] engagements "Star selector: Cor van Deventer. As part of our series of discussions with leading South African fund selectors we speak to Cor van Deventer portfolio manager at Seed Investments. @Seed_Invest #assetmanagement #DFM" [X Link](https://x.com/CitywireSA/status/1726474175886614941) 2023-11-20T05:34Z [----] followers, [---] engagements "Star selector: Ursula Maritz. As part of our series of discussions with leading South African fund selectors we speak to Ursula Maritz CIO of Southern Charter. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1726474620361162771) 2023-11-20T05:36Z [----] followers, [---] engagements "#Advisers: Divorce Act S7(3) is declared invalid & unconstitutional as it failed to include #marriage dissolution by death & marriages on/post [--] Nov [----]. Those married out of community of property without accrual can now claim asset redistribution" [X Link](https://x.com/CitywireSA/status/1726508490766565792) 2023-11-20T07:51Z [----] followers, [---] engagements "There is a growing smorgasbord of alternative investments including commodities private debt and structured products providing uncorrelated returns @Scranston writes. 'They tend to be less regulated less liquid but uncorrelated.' @SanlamInvest" [X Link](https://x.com/CitywireSA/status/1726836227586785724) 2023-11-21T05:33Z [----] followers, [---] engagements "Ninety One: The worst is over for global interest rates. The asset manager says fixed-income returns now compensate investors for associated risks more adequately @Scranston writes. @ninetyone_sa" [X Link](https://x.com/CitywireSA/status/1727211478447792188) 2023-11-22T06:24Z [----] followers, [---] engagements "Coronation CEO: No operational changes before ConCourt ruling. The asset manager estimates it owes Sars R761m because of an unfavourable court ruling. Coronation has not changed its operations due to its court battle with Sars @JustinBrownSA writes" [X Link](https://x.com/CitywireSA/status/1727212580270174244) 2023-11-22T06:29Z [----] followers, [--] engagements "Two years ago fixed income was uninvestable. The portfolio manager of the Nedgroup Opportunity fundshunned fixed income two years ago but thestrategynow has its highest-ever allocation to the asset class @JustinBrownSA writes. @NedgroupInvest" [X Link](https://x.com/CitywireSA/status/1727213195755164142) 2023-11-22T06:31Z [----] followers, [--] engagements "RMB: SA asset management faces transformation snowball. Rand Merchant Banks markets client executive Isabella Mnisi believes there has been a sudden step change in the pace of transformation by asset managers @DURITZ79 writes" [X Link](https://x.com/CitywireSA/status/1727214224613732613) 2023-11-22T06:35Z [----] followers, [---] engagements "These oil majors are preparing for a 2.4C warming scenario. Morningstar explores alternative scenarios to net zero and identifies oil and gas companies that appear to be prepared for a future where a 1.5C rise is exceeded" [X Link](https://x.com/CitywireSA/status/1727214531628204261) 2023-11-22T06:36Z [----] followers, [--] engagements "Star selector: Phumlile Smith. As part of our series of discussions with leading South African fund selectors we speak to Phumlile Smith head of manager research at Sygnia Asset Management. @sygnia" [X Link](https://x.com/CitywireSA/status/1727214909749174306) 2023-11-22T06:38Z [----] followers, [---] engagements "@CentaurAM will launch an SA equity fund in December and wants to launch a global equity fund in future. The asset manager believes things are looking up for SA @JustinBrownSA writes. 'We are South African specialists. We know the market backwards.'" [X Link](https://x.com/CitywireSA/status/1727561599789994287) 2023-11-23T05:35Z [----] followers, [--] engagements "Video: In [----] there have been a lot of opportunities. @Satrix uses its SmartCore Index fund as its local equity building block for its multi-asset portfolios @JustinBrownSA writes. @NedgroupInvest @OldMutualSA" [X Link](https://x.com/CitywireSA/status/1727562225374679230) 2023-11-23T05:38Z [----] followers, [---] engagements "Aylett: 'Our Nirvana is [--] to [--] uncorrelated stocks great businesses in different parts of the world that wed love to own.' The boutiques shift to a greater offshore allocation in its balanced fund results from seeing bottom-up opportunities" [X Link](https://x.com/CitywireSA/status/1727563606533738838) 2023-11-23T05:43Z [----] followers, [---] engagements "HSBC's shares are trading in deep value territory as theAsian-focused lenders forecast dividend yield hits 10% for the first time since the global financial crisis. Shares in HSBC have returned 27% in [----] outperforming the FTSE 100s other banks" [X Link](https://x.com/CitywireSA/status/1727564943535329559) 2023-11-23T05:49Z [----] followers, [---] engagements "Prescient IM CEO: Offshore limit will go to 100%. Prescient Investment Management CEO Cheree Dyers believes its only a matter of time before the offshore limited governed by Regulation [--] will increase from 45% to 100% @JustinBrownSA. @Prescient_SA" [X Link](https://x.com/CitywireSA/status/1727919121495474200) 2023-11-24T05:16Z [----] followers, [---] engagements "@Prescient_SA appoints a new CEO at its management company. Kim Gibb was previously head of investor services and product at the group @DURITZ79 writes" [X Link](https://x.com/CitywireSA/status/1727920130493939734) 2023-11-24T05:20Z [----] followers, [---] engagements "How does Taquantas active income fund deliver notable consistency Since its inception in August [----] the R2.2bn Taquanta Active Income FR fund has only experienced one negative month a 0.25% decline during the turmoil of April [----]. @AssetTaquanta" [X Link](https://x.com/CitywireSA/status/1727921396662022503) 2023-11-24T05:25Z [----] followers, [--] engagements "Draxs debt: Elite Investors line up against Wirecard short-seller. Top-performing fund managers have been buying into Drax's falling shares but the man who played a key part in exposing fraud at Wirecard is betting against them. #elitecompanies" [X Link](https://x.com/CitywireSA/status/1727921765987356934) 2023-11-24T05:27Z [----] followers, [---] engagements "US #passive funds are closing in on US #actives' market share. Since January [----] passive fund market share for mutual funds and ETFs has increased by nearly ten percentage points to 49.7%" [X Link](https://x.com/CitywireSA/status/1727922338505556036) 2023-11-24T05:29Z [----] followers, [--] engagements ".@Sasfin's Johan Gouws explains how #retirementfunds can adjust the #investment strategy of the growth portfolio in their default life stage model & manage potential risks of a shrinking investable #JSE universe. #retirementplanning #financialadvisers" [X Link](https://x.com/CitywireSA/status/1727963301697495251) 2023-11-24T08:12Z [----] followers, [---] engagements ".@FPSB CEO Dante De Gori shared industry trends #financialplanners can expect at the @FPI_SA's recent convention. #Tech is obvious but the need for financial #coaching may come as a surprise. #financialplanning #CFPs #financialadvisers @ddegori10" [X Link](https://x.com/CitywireSA/status/1727997992697770086) 2023-11-24T10:30Z [----] followers, [--] engagements "ICYMI: Stakeholders are hoping the rescue plan for the #MastersOffice will improve turnaround times and address shortfalls in its administration of #deceasedestates #trusts and the Guardians Fund. #fiduciaryservices #estateplanning" [X Link](https://x.com/CitywireSA/status/1728330180425634089) 2023-11-25T08:30Z [----] followers, [---] engagements "Fund factsheets could be clearer and more informative. Fund factsheets have so much room for improvement @JustinBrownSA writes. 'I have interviewed numerous portfolio managers and often discovered critical information that wasnt in the factsheets.'" [X Link](https://x.com/CitywireSA/status/1729007369844371861) 2023-11-27T05:20Z [----] followers, [---] engagements "VIDEO: Its a very important ballast in our portfolio. @SATRIX_SA believes infrastructure is great for balancing and diversifying away from the growth style. Satrix also believes infrastructure and real assets have a role to play in multi-asset funds" [X Link](https://x.com/CitywireSA/status/1729008626524963282) 2023-11-27T05:25Z [----] followers, [---] engagements "This fund has a dual stability and growth mandate. The Old Mutual Stable Growth fund has been a top-quartile performer since the Covid-19 crisis @Scranston writes. The fund delivered an annualised return of 9.2% over the three years ending [--] October" [X Link](https://x.com/CitywireSA/status/1729009672924078498) 2023-11-27T05:30Z [----] followers, [---] engagements "Foord: China could become the worlds top-performing stock market. A Foord webinar shows that Chinese stocks are expected to become most profitable by the end of the decade partly due to urban population growth @Scranston writes" [X Link](https://x.com/CitywireSA/status/1729396005408325786) 2023-11-28T07:05Z [----] followers, [---] engagements "Sars accuses Coronation of a disingenuous approach to its tax affairs. Sars has applied to the ConCourt to give it leave to cross-appeal a ruling that stopped Sars from imposing understatement and under-estimation penalties @JustinBrownSA writes" [X Link](https://x.com/CitywireSA/status/1729398748046889259) 2023-11-28T07:16Z [----] followers, [---] engagements "Are listed real estate allocations too low @STANLIB portfolio managers believe there is a possibility for a big rebound in local and global #property valuations in [----] @DURITZ79 writes. @NesiChetty #realestate" [X Link](https://x.com/CitywireSA/status/1729399768718217370) 2023-11-28T07:20Z [----] followers, [---] engagements "Savca appoints new board chairperson. Vuyo Ntoi who takes over as chairperson from Ata Capital CEO Lelo Rantloane has been on the board of directors since last year @JustinBrownSA writes. @SAVCAssociation" [X Link](https://x.com/CitywireSA/status/1729401730712928387) 2023-11-28T07:27Z [----] followers, [--] engagements "Experienced duo step off 1.9bn of Ninety One equity funds. Mark Breedon and Christine Baalham leave their PM roles on the firms Global Strategic Equity and Global Equity funds. @ninetyone_sa" [X Link](https://x.com/CitywireSA/status/1729402297522753936) 2023-11-28T07:30Z [----] followers, [--] engagements "Private market firms are raiding asset managers and banks for #talent. Half of the [--] hires in the last three years joined wealth solutions teams at big groups. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1729402954665308243) 2023-11-28T07:32Z [----] followers, [--] engagements "PROFILE: Meet David Garrioch #CFP wealth adviser and directorof Garrioch & Ellse. The #IFA he founded with Brandon Ellse charges a retainer and doesn't earn product-related fees. #IFAs #CFPs #financialadvisers #wealthmanagers #remuneration" [X Link](https://x.com/CitywireSA/status/1729460816443756713) 2023-11-28T11:22Z [----] followers, [---] engagements "Rockwood Private Equity has acquired the struggling Cape-based Element Investment Managers for an undisclosed amount. Now that Rockwood has recapitalised the business Element will look to buy another #boutique @Scranston writes. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1729729329347588389) 2023-11-29T05:09Z [----] followers, [---] engagements "@Stanlib launches a new fund aimed at corporate treasuries. Stanlibs Corporate Enhanced Yield fund will follow a conservative strategy targeting returns above those available from money market funds @JustinBrownSA writes. #assetmanagement" [X Link](https://x.com/CitywireSA/status/1729730085345787928) 2023-11-29T05:12Z [----] followers, [---] engagements "Video: They have been incorrectly pitted one against the other. A Citywire panel of experts largely agrees that a passive and active mix has a role in multi-asset portfolios @JustinBrownSA writes. @OldMutualSA @SATRIX_SA @NedgroupInvest @MorningstarInc" [X Link](https://x.com/CitywireSA/status/1729731824945910162) 2023-11-29T05:19Z [----] followers, [---] engagements "This little-known US grocer is a top-10 pick for the worlds best investors. Sprouts Farmers Market has positioned itself as a more affordable Whole Foods and top-performing fund managers are snapping up its shares. #elitecompanies #assetmanagement" [X Link](https://x.com/CitywireSA/status/1729732390891749455) 2023-11-29T05:21Z [----] followers, [--] engagements "Subscribe to the#CitywireSA Adviser newsletter for dedicated#financialadvisernews profiles & insights twice a week andinvestmentnews #advisersshould be aware of. To subscribe scan the QR code or click #financialadvisors #CFP #brokers" [X Link](https://x.com/CitywireSA/status/1729857166310625485) 2023-11-29T13:37Z [----] followers, [--] engagements "'A pretty miserable year but bonds could be set for a better [----]. James Turp sees potential for stability in the SA fixed-income market. Its been a pretty miserable year for bond investing. The asset class has only just beaten cash. @SanlamInvest" [X Link](https://x.com/CitywireSA/status/1730085390156009907) 2023-11-30T04:44Z [----] followers, [---] engagements "Coronation tells the ConCourt that Sars cross-appeal should fail. Coronation has applied to the ConCourt for an order that dismisses Sars leave to cross-appeal @JustinBrownSA writes. 'Cimsa contends that Sars application fails to engage this court" [X Link](https://x.com/CitywireSA/status/1730087021606023603) 2023-11-30T04:51Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@CitywireSA Citywire South AfricaCitywire South Africa posts on X about investment, south africa, stocks, asset management the most. They currently have [-----] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence countries finance stocks technology brands travel destinations currencies us election bundesliga social networks financial services
Social topic influence investment, south africa #2845, stocks, asset management #235, finance, retirement, schroders #41, fund manager, fixed income, inflation
Top accounts mentioned or mentioned by @dievisser @justinbrownsa @duritz79 @scranston @schroders @ninetyonesa @alexforbes @sanlaminvest @oldmutualsa @fscasouthafrica @sanlam @psgam @jsegroup @stanlib @prescientsa @momentumza @nedgroupinvest @citywiresas @anchorcapitalza @morningstarinc
Top assets mentioned BlackRock Inc (BLK) Microsoft Corp. (MSFT) Morningstar, Inc. (MORN) Bank of America (BAC) Dell Technologies, Inc. (DELL) Marriott International Inc (MAR) Morgan Stanley (MS) Rally (RLY) Eli Lilly and Company (LLY)
Top posts by engagements in the last [--] hours
"Performance of co-investments when non-private equity groups invest alongside funds in a business have been higher following crisis periods than buyout deals research from asset management firm Capital Dynamics has found. @CAPITALDYNAMICS https://citywire.co.za/news/private-equity-co-investors-are-the-big-winners-in-post-crisis-periods/a1558340 https://citywire.co.za/news/private-equity-co-investors-are-the-big-winners-in-post-crisis-periods/a1558340"
X Link 2021-09-27T05:15Z [----] followers, [--] engagements
"'Bonds are likely to perform well'. SA economists share their views on how the medium term budgetary policy statement will impact investors. They welcomed the @TreasuryRSAs forecasts for extra revenue during the [----] and [----] fiscal years.@MomentumINV_ZA https://citywire.co.za/news/bonds-are-likely-to-perform-well-economists-respond-to-the-mtbps/a1581247 https://citywire.co.za/news/bonds-are-likely-to-perform-well-economists-respond-to-the-mtbps/a1581247"
X Link 2021-11-12T05:36Z [----] followers, [--] engagements
"OPINION: Why the S&P [---] has more room to fall. According to columnist David Stevenson a back-of-the-napkin analysis implies that stocks have more downside. 'The $64tn question is whether we are closer to the trough than we were to the peak.' @advinvestor https://citywire.co.za/news/opinion-why-the-sandp-500-has-more-room-to-fall/a2393481 https://citywire.co.za/news/opinion-why-the-sandp-500-has-more-room-to-fall/a2393481"
X Link 2022-07-28T05:32Z [----] followers, [--] engagements
"Large private equity funds are less likely to maintain good performance than their smaller counterparts. Research from @Schroders Capital found that only 21% of large funds that were top quartile in one vintage were also top quartile in the next vintage. https://citywire.co.za/news/larger-pe-funds-less-able-to-maintain-performance-in-later-vintages/a2394715 https://citywire.co.za/news/larger-pe-funds-less-able-to-maintain-performance-in-later-vintages/a2394715"
X Link 2022-08-12T04:57Z [----] followers, [--] engagements
"Moats around AM incumbents are disappearing study finds. A new era of lower growth and oversupply means mega managers will be increasingly challenged by innovative newcomers according to Broadridge Financial Solutions. @Broadridge https://citywire.co.za/news/moats-around-am-incumbents-are-disappearing-study-finds/a2400061 https://citywire.co.za/news/moats-around-am-incumbents-are-disappearing-study-finds/a2400061"
X Link 2022-10-18T06:33Z [----] followers, [--] engagements
"The private equity Ponzi debate: Are secondary buyouts a good thing These buyouts have come under criticism but one private equity manager says it's good for the companies. 'Critics should look at the numbers before speaking out against it.' https://citywire.com/za/news/the-pe-ponzi-debate-is-pe-firms-selling-to-each-a-good-thing/a2401748 https://citywire.com/za/news/the-pe-ponzi-debate-is-pe-firms-selling-to-each-a-good-thing/a2401748"
X Link 2022-11-07T04:52Z [----] followers, [--] engagements
"Citywire South Africa will announce the winners of its second annual fund manager awards across nine categories next week. The awards are based entirely on quantitative data and calculated using Citywires proprietary ratings methodology. https://citywire.com/za/news/citywire-fund-manager-awards-to-be-announced-next-week/a2402099 https://citywire.com/za/news/citywire-fund-manager-awards-to-be-announced-next-week/a2402099"
X Link 2022-11-10T06:38Z [----] followers, [--] engagements
"Karl Leinberger: We dont want to be the only fish left in the pool. @Scranston talks to the Coronation Fund Managers CIO. Leinberger is comfortable with Coronations domestic performance but admits its global products have been disappointing recently. https://citywire.com/za/news/karl-leinberger-we-don-t-want-to-be-the-only-fish-left-in-the-pool/a2407221 https://citywire.com/za/news/karl-leinberger-we-don-t-want-to-be-the-only-fish-left-in-the-pool/a2407221"
X Link 2023-01-23T05:04Z [----] followers, [---] engagements
"2023: The year of the stockpicker '2022 was a terrible year for active fund flows in the US. While a lot of active outflows ($529bn) came from bond funds it was still an awful year for flows for active stockpickers.' @alexjsteger @AcesRose https://citywire.com/za/news/2023-the-year-of-the-stockpicker/a2408023 https://citywire.com/za/news/2023-the-year-of-the-stockpicker/a2408023"
X Link 2023-02-02T06:45Z [----] followers, [--] engagements
"Top investors flock to high-growth AAA-rated renewables play. EDP Renovveis stands to benefit from US and EU government green energy drives. As a result EDP Renovveis shares listed on the Euronext stock exchange's Lisbon arm have rocketed in value. https://citywire.com/za/news/top-investors-flock-to-high-growth-aaa-rated-renewables-pure-play/a2415963 https://citywire.com/za/news/top-investors-flock-to-high-growth-aaa-rated-renewables-pure-play/a2415963"
X Link 2023-05-04T10:15Z [----] followers, [---] engagements
"Why Truffle continues to prefer nominal bonds over inflation-linkers. Portfolio manager Raihan Allie sees only short-term benefits in holding ILBs. @truffle"
X Link 2023-06-27T04:34Z [----] followers, [---] engagements
"SA managers most keen on buying equities since [----]. The latest Bank of America survey shows SA managers see bonds and equities as undervalued. About 72% of respondents say SA equities are undervalued and a record 94% believe bonds are too. @BankofAmerica"
X Link 2023-06-27T06:22Z [----] followers, [---] engagements
"A focus on quality and valuationhelped delivera turnaround from underperformance to a top-draw performance for this global equity PM @JustinBrownSA writes. It would be a mistake to go blindly into quality. You need a margin of safety.@Benguela_Global https://citywire.com/za/news/quality-valuation-focus-delivers-turnaround-for-this-global-equity-pm/a2421446 https://citywire.com/za/news/quality-valuation-focus-delivers-turnaround-for-this-global-equity-pm/a2421446"
X Link 2023-07-12T03:54Z [----] followers, [---] engagements
"@Sasfin : Income funds for [--] distinct markets. Some investors want bond-like returns others a stable income @Scranston writes. Inevitable recession risk stems from high interest rates. SA inflation has peaked and the Sarb is likely to be more dovish.'"
X Link 2023-08-14T04:07Z [----] followers, [--] engagements
"@PIMCO ups interest rate risk in giant Income strategy. Citywire AAA-rated Daniel Ivascyn outlines an appetite for more active efforts at the front end of the curve but is braced for a volatile [--] months"
X Link 2023-08-17T04:02Z [----] followers, [--] engagements
"Three reasons macro mavens have got markets wrong. Columnist David Stevenson looks at 'our collective inability to call the markets.' Almost the entire macro universe has been short stocks for much of 2023.' @advinvestor"
X Link 2023-08-22T03:52Z [----] followers, [---] engagements
"Revealed: The bond funds most exposed to the Evergrande debt crisis. Citywire looks at the cross-border funds holding the Chinese real estate development firm following news it filed for bankruptcy in the US last week"
X Link 2023-08-23T05:21Z [----] followers, [---] engagements
"A $1tn investor coalition calls for global human and worker rights reporting standards. ShareAction has written to the International Sustainability Standards Board requesting that the board make the matter its next priority. @ShareAction"
X Link 2023-08-30T04:20Z [----] followers, [---] engagements
"African fund managers have launched the Pan-African Fund Managers Association. It brings together African trade associations to foster the adoption of alternative investments @Scranston writes. We need to come together and speak with one voice.'"
X Link 2023-09-05T04:35Z [----] followers, [---] engagements
"@SeanPeche: Bad things happen when growth stocks go wrong. Theres real pain for investors in highly-rated companies that dont deliver. 'In my experience the worst investments are expensive companies that have gone ex-growth.' @FundsRanmore"
X Link 2023-09-06T04:50Z [----] followers, [---] engagements
"ESG boom ends: Green flows trend has reversed says Calastone. Calastone says a fourth consecutive month of UK outflows from sustainable equity funds heralds a major new trend"
X Link 2023-09-06T04:53Z [----] followers, [---] engagements
"The new actively-managed US dollar Ninety One Global Diversified Income fund aims for income of 1.5% above US-dollar cash returns over 12-months while retaining a capital protection bias. @ninetyone_sa's @KotieB revealed more to @JustinBrownSA"
X Link 2023-09-08T05:58Z [----] followers, [--] engagements
".@Citywire A-rated Omar Slim of @PineBridge Investments explains why he is underweight in the worlds second-largest economy #China"
X Link 2023-09-08T11:30Z [----] followers, [--] engagements
"John Biccard manager of the R5bn Ninety One Value fund believes a significant part of the South African equity market is in the kind of slump that presents investors with an incredible opportunity. @ninetyone_sa"
X Link 2023-09-11T04:07Z [----] followers, [--] engagements
"Centaur is opportunistically buying SA Inc shares. Mid-caps shares such as Altron Reunert and Curro have been in the shopping basket @Scranston writes. Centaur believes in dynamic value creation and invests in long-term value creators. @CentaurAM https://citywire.com/za/news/centaur-is-opportunistically-buying-sa-inc-shares/a2425376 https://citywire.com/za/news/centaur-is-opportunistically-buying-sa-inc-shares/a2425376"
X Link 2023-09-11T04:10Z [----] followers, [---] engagements
"Optimism grows in SAs private equity sector as funding increases. SA private equity raised R19.6bn in new funding in [----] up 21% from [----] @scranston writes. The new individual investments increased from [---] in [----] to [---] in [----]. @SAVCAssociation https://citywire.com/za/news/optimism-grows-in-sa-s-private-equity-sector-as-funding-increases/a2425408 https://citywire.com/za/news/optimism-grows-in-sa-s-private-equity-sector-as-funding-increases/a2425408"
X Link 2023-09-12T08:45Z [----] followers, [---] engagements
"The stocks powering these #India managers 200% three-year return. No portfolio managers have ridden the huge rally in Indias stock market as effectively as Samir Rach and Tejas Sheth. #elitecompanies #assetmanagement"
X Link 2023-09-12T09:52Z [----] followers, [---] engagements
"These top-rated Elite Companies offer deep value amid economic angst. Citywire has gone on the hunt for top-rated Citywire Elite Companies offering deep value and has unearthed heaps of cyclical plays @AlgyHall writes"
X Link 2023-09-13T06:30Z [----] followers, [--] engagements
"CEO: You're going to see more consolidationin asset management. The heads of some of South Africas largest asset managers warn that mergers and acquisitions are fraught with risks @JustinBrownSA writes. @STANLIB @ninetyone_sa"
X Link 2023-09-14T05:47Z [----] followers, [---] engagements
"PMs reverse extreme bearish stance and pile into equities survey finds. Global stock bets hit a 17-month high even if the overarching view isnt completely bullish Bank of America Merrill Lynch finds. #assetmanagement #investments #globalequities"
X Link 2023-09-15T05:27Z [----] followers, [--] engagements
"AA-rated industry veteran: 'Let's eliminate human error'. Tony Bell has a philosophy centred on reading stock prices for better returns @Scranston writes. We should acknowledge our weaknesses and.minimise human error in our relationship with markets.'"
X Link 2023-09-19T04:16Z [----] followers, [---] engagements
"Expert: AI offers incredible portfolio optimisation opportunities. Machine learning and AI may offer diverseideasand a new set of tools @JustinBrownSA writes. @jacquesludik @CortexLogic @Prescient_SA @Xperianza @CFA_SA"
X Link 2023-09-19T04:36Z [----] followers, [--] engagements
"Top asset allocator: We always assess the impact of being wrong. Matrix Fund Managers focus on understanding the possible range of outcomes from asset classes. #assetmanagement #investments"
X Link 2023-09-19T04:43Z [----] followers, [--] engagements
"SanlamAllianz appoints new CIO. Darryl Moodley will take on the new position in addition to his role as Sanfin Portfolio Solutions CEO @JustinBrownSA writes. @sanlam @SanlamInvest"
X Link 2023-09-19T04:46Z [----] followers, [---] engagements
"This Citywire AAA-rated fund manager has noticed two key changes during his [--] years at Pimco. Pimco's CIO Dan Ivascyn has seen the asset management industry transform. Technological innovation has mattered a lot throughout the years.' #assetmanagement"
X Link 2023-09-20T05:19Z [----] followers, [--] engagements
"PPS Investments hires a new CEO. Shaun Ruiters joins PPS effective October from Sanlam Investments where he was CEO of the multi-manager unit @JustinBrownSA writes. @PPS_SA #assetmanagement #investments #newhire"
X Link 2023-09-21T05:08Z [----] followers, [--] engagements
"@SanlamInvest may consolidate funds following the merger with Absa. The regulator and clients must approve any changes but some fund mergers look inevitable @Scranston writes. #assetmanagement #investments"
X Link 2023-09-21T05:14Z [----] followers, [--] engagements
"M&G remains on the front foot as interim profits jump 31%. CEO Andrea Rossi highlighted the strong momentum in credit and private markets strategies as positive inflows continued for a third year. @mandgsa @mandgplc @MandGInsights"
X Link 2023-09-21T05:22Z [----] followers, [--] engagements
"Enko Capital hires a new portfolio manager. Jaron Meyerson has joined from Absa where he was a fixed-income trader @JustinBrownSA writes. #assetmanagement #investments #newhire"
X Link 2023-09-21T05:56Z [----] followers, [--] engagements
"#CFP and independent fund consultant Johann Peens CFP shares his views on what the two-pot #retirement system will mean for #financialadvisers. #twopot #financialadvisors #financialplanners"
X Link 2023-09-21T22:31Z [----] followers, [--] engagements
"Why has this Old Mutual fund hiked its Naspers exposure fivefold The Investors fund has increased its weighting to defensive sectors in an uncertain environment @Scranston writes. @OldMutualSA @MerlyP @Sibo81"
X Link 2023-09-22T03:56Z [----] followers, [---] engagements
"@GoldmanSachs Asset Management (GSAM) is eyeing four global fixed-income opportunities: US investment grade credit selective European corporate credit emerging market corporate credit and green bonds @JustinBrownSA writes. #assetmanagement #investments"
X Link 2023-09-22T04:05Z [----] followers, [---] engagements
"Women left waiting for fund manager promotions. In a roundtable to discuss Citywires latest Alpha Female report an expert panel examines why more women are not progressing to fund management roles and what can be done. #genderdiversity #assetmanagement https://citywire.com/za/news/women-left-waiting-for-fund-manager-promotions/a2426137 https://citywire.com/za/news/women-left-waiting-for-fund-manager-promotions/a2426137"
X Link 2023-09-22T04:15Z [----] followers, [---] engagements
"These are the top-rated bargain shares amid China flight and spiking Treasury yields. Our hunt for top-rated Elite Companies trading at 5-year valuation lows has highlighted many big US banks and cyclical Chinese stocks @AlgyHall writes. #elitecompanies"
X Link 2023-09-22T04:17Z [----] followers, [--] engagements
".@FSCA has withdrawn Salt Asset Managements operating licence as a financial services provider. #FATF #FSP #moneylaundering"
X Link 2023-09-22T13:11Z [----] followers, [--] engagements
"Metier raises R3.4bn for its new private equity fund. The Metier Capital Growth fund III is the successor to the second fund in the series launched in [----] @Scranston writes. #privateequity"
X Link 2023-09-26T05:10Z [----] followers, [---] engagements
"The surprising focus of SAs top-performing fixed income fund over the past year. The Anchor BCI Africa Flexible Income fund invests in hard currency debt issued by African countries. #assetmanagement #fixedincome"
X Link 2023-09-27T04:23Z [----] followers, [---] engagements
"Healthcares hottest stock: Why does this top investor back Eli Lilly Leading healthcare fund manager Neal Kaufman is betting on Eli Lilly as the pharmaceutical giant profits from an explosion in demand for its obesity drug. #assetmanagement #healtchcare"
X Link 2023-09-27T04:39Z [----] followers, [---] engagements
"Allan Gray is finding value in SA Inc shares. Small managers are best placed to take large positions in depressed small caps @Scranston writes. #assetmanagement #SAequity https://citywire.com/za/news/allan-gray-is-finding-value-in-sa-inc-shares/a2426604 https://citywire.com/za/news/allan-gray-is-finding-value-in-sa-inc-shares/a2426604"
X Link 2023-09-27T09:10Z [----] followers, [---] engagements
"AA-rated co-CIO explains his passion for investing. Greg Hopkins enjoys coaching and developing the PSG Asset Management team @JustinBrownSA writes. The markets are a great humbler. But its rewarding if you are open-minded and willing to learn. @PSG_AM"
X Link 2023-09-28T04:23Z [----] followers, [--] engagements
"BEE.conomics: Omig makes cut as BEE manager for first time. Sanlam Investment Management remains SA's largest black-owned manager @Scranston writes. There are [--] black-owned fund management firms in SA collectively managing R2.2tn. @27four @Fatima_Vawda"
X Link 2023-09-28T04:30Z [----] followers, [---] engagements
"The case for local assets when the Fed starts cutting. Saffron Wealth CEO Brandon Quinn expects lower US rates to lead to better sovereign spread value on emerging market bonds including those in SA. #assetmanagement #fixedincome #EmergingMarkets"
X Link 2023-09-28T04:34Z [----] followers, [--] engagements
"All #pensionfund board members must complete the first [--] modules of the @fscasouthafrica's new Trustee Training Toolkit by March [----]. More details here: #governance #retirement #trustees #regulation"
X Link 2023-09-29T04:15Z [----] followers, [---] engagements
"The Financial Services Tribunal has rejected former Steinhoff CEO Markus Joostes application toreconsiderthe R20m penalty handed down by the Financial Sector Conduct Authority. Itconcluded that Joostesfine was appropriate @JustinBrownSA writes"
X Link 2023-10-02T05:01Z [----] followers, [---] engagements
"Is it time to buy #value stocks Research by Anchor Stockbrokers Josiah Rudolph shows that from [----] to [----] South African value shares outperformed #growth stocks by 68%. @AnchorCapitalZA #assetmanagement #investment"
X Link 2023-10-02T05:19Z [----] followers, [---] engagements
"A-rated PM: The West has taken its eye off the ball with #emergingmarkets for [--] years. PGIM Fixed Incomes Cathy Hepworth says the US and its allies are more likely to support developing countries as rivalry with China heats up. @pgim #fixedincome"
X Link 2023-10-02T06:12Z [----] followers, [--] engagements
"@CoreShares founder joins @etfSA. The founder of CoreShares Asset Management @GarethStobie has joined etfSA as an executive director to lead the companys strategy and corporate development. @Nerina_Visser #assetmanagement #investment"
X Link 2023-10-03T04:59Z [----] followers, [---] engagements
"The PMs of this top-performing balanced fund explain its big property holding. They believe property offers a stand-out opportunity. The R186m Granate BCI Balanced fund had 17.5% of its assets invested in property at the end of August. @Granate_AM"
X Link 2023-10-03T05:11Z [----] followers, [--] engagements
"BEE is still taking baby steps in private equity. Only 2% of assets run by black investment managers are in private equity funds @Scranston writes. @27four #assetmanagement #privateequity #investmentmanagement #investments"
X Link 2023-10-03T05:19Z [--] followers, [----] engagements
"The Schmidt Family Office (SFO) which has offices in Stellenbosch and Zurich has hired Jacobus Brink as its new CIO. He started work in the post on Monday. Brink joined SFO from Novare @JustinBrownSA writes"
X Link 2023-10-03T05:22Z [----] followers, [--] engagements
"Being regulated is necessary but has #regulation gone too far In this latest episode of Take Two CEOs Lawrence Lever asks: Is the balance right between regulation to protect #investors and the commercial imperatives of #assetmanagement firms"
X Link 2023-10-03T05:28Z [----] followers, [--] engagements
"Misguided perception providing opportunities for EM value funds says contrarian PM. Nordic outperforming manager Fredrik Bjelland talks about betting on China and when it makes sense to take risks. #assetmanagement #investmentmanagement #investments"
X Link 2023-10-03T05:32Z [----] followers, [--] engagements
"Record #China exit and active #ETF boom. Active ETF flows look set to overtake 2022s 5bn while mutual funds have been in outflow mode. Could the boom finally be here Meanwhile investors pull record amounts from China sectors. #assetmanagement"
X Link 2023-10-03T05:37Z [----] followers, [--] engagements
"Two CIO exits in [--] months: Reitway CEO takes on a dual role. Reitway Global CIO Martin Botha left at the end of September. CEO Greg Rawlins now the dual CEO and CIO is concerned about the turnover of CIOs at the firm @JustinBrownSA writes. @ReitwayG"
X Link 2023-10-04T07:54Z [----] followers, [---] engagements
".@asisa_za statistics show 4.3m #risk policies lapsed in H1 June [----] & more recurring #savings policieswere surrendered than bought. #insurance #brokers #inflation #consumer https://citywire.com/za/news/asisa-concerning-lapse-rate-for-risk-policies-in-the-first-half-of-2023/a2427253 https://citywire.com/za/news/asisa-concerning-lapse-rate-for-risk-policies-in-the-first-half-of-2023/a2427253"
X Link 2023-10-04T08:02Z [----] followers, [--] engagements
"The @JSE_Group has its first semi-transparent actively managed ETF (AMETF) after Reitway Global launched its AMETF. The new ETF is also SAs first property AMETF @justinbrownsa writes. Three of the JSE-listed AMETFs are fully transparent. @ReitwayG"
X Link 2023-10-04T08:11Z [----] followers, [---] engagements
"Forget AI stocks from this resurgent sector are hitting new highs. Companies linked to the artificial intelligence boom once dominated our screen for top-rated stocks hitting 52-week highs @AlgyHall writes. But not this time"
X Link 2023-10-04T08:15Z [----] followers, [--] engagements
"Takeover-friendly reforms will spur #Japans equity market says AAA-rated team. Arcus Investment says hostile #acquisitions are much more likely following the recent code overhaul and this will add fuel to the booming #FarEastern market. #assetmanagement"
X Link 2023-10-04T08:21Z [----] followers, [--] engagements
"There is deep value in the listed property sector. @Sesfikile_Cap believes the best time to buy local and global property will be when rates peak @JustinBrownSA writes. 'Everyone hates the sector. Usually thats where the big alpha opportunity is"
X Link 2023-10-05T04:05Z [----] followers, [--] engagements
"@StandardBankZA has launched two new actively managed certificates (AMCs) also known as ETNs. Both AMCs invest in global equities and allow investors the opportunity to invest through a rand-based vehicle traded on the @JSE_Group @scranston writes"
X Link 2023-10-05T04:15Z [----] followers, [----] engagements
"People lost their minds: Why this $3.4bn fund sold (and bought back) #Nvidia. T Rowe Prices David Eiswert believes the market darling can teach investors much about investment discipline. #assetmanagement"
X Link 2023-10-05T04:17Z [----] followers, [--] engagements
"Australian asset manager Regal Partners has withdrawn its offer for the $14bn multi-boutique Pacific Current Group (PAC) firm. Rajiv Jain's @GQGPartners is the only other firm publicly bidding for PAC. #assetmanagement #mergersandacquisitions"
X Link 2023-10-05T04:21Z [----] followers, [---] engagements
"From pets to pubs: Five UK small caps backed by the best fund managers. We take a closer look at five of the stocks that are among the top [--] favourites for the world's best fund managers. #elitecompanies #assetmanagement"
X Link 2023-10-05T04:23Z [----] followers, [---] engagements
"AAA-rated #AI fund manager: Lessons from the #smartphone boom. The leaders in smartphones gained 175% in total returns between [----] and [----]. TCW Groups Bo Fifer looks at the similarities with those driving the AI trend. #assetmanagement"
X Link 2023-10-09T04:31Z [----] followers, [---] engagements
"Two-thirds of asset owners say #ESG is now crucial but headwinds persist. Morningstar sentiment check finds increased allocations but challenges grow across standardisation regulation rising costs and #AI. #assetmanagement"
X Link 2023-10-09T04:33Z [----] followers, [---] engagements
"@10Xinvestments' assets grow R10bn since @CoreShares merger announcement. Net new assets account for over 80% of the increase in 10Xs total assets since it announced the CoreShares deal @JustinBrownSA writes. @NothMichelle @CV_Rule #assetmanagement"
X Link 2023-10-10T04:08Z [----] followers, [---] engagements
"The individual structured product field dominated by Discovery and Investec has a new player with the launch of @FNBSAs first structured products. FNB sees these products as a halfway house between cash deposits and unit trusts @Scranston writes"
X Link 2023-10-10T04:17Z [----] followers, [---] engagements
"Sanlam Investments Multi-Manager appoints two deputy CIOs. SIMM has promoted Suvira Bodha and Mark Phillips into these positions @JustinBrownSA writes. @SanlamInvest"
X Link 2023-10-10T04:20Z [----] followers, [---] engagements
"SAs credit markets are characterised by dislocation between supply and demand according to @Futuregrowth's head of credit Olga Constantatos. @Momentum_za Investments fixed income head Ian Scott believes nominal bonds look exceedingly cheap. @Olgs0502"
X Link 2023-10-10T04:25Z [----] followers, [---] engagements
"Why do top fund managers love this boring but profitable Nordic bank Nordea's conservative credentials and a strong track record of profitability have won the bank some of the world's top-performing fund managers as fans. @Nordea"
X Link 2023-10-10T04:29Z [----] followers, [---] engagements
"I have no safety net: Why this AAA-rated PM went it alone. Citywire hears from an emerging market debt manager about starting from scratch on his terms. 'Thats what most people struggle with when to take the leap"
X Link 2023-10-10T04:31Z [----] followers, [---] engagements
"Europes decarbonisation drive has exposed weak spots warns veteran. First Eagle Investments Matthew McLennan believes the regions rapid expansion has exposed it to sudden and detrimental challenges"
X Link 2023-10-10T04:34Z [----] followers, [---] engagements
"Why the strong rebound from this income fund The Element Real Income SCI fund has beaten its benchmark by an annualised one percentage point over [--] years @Scranston writes. Over [--] year the fund ranks 8th out of [---] in its category with a 13.5% return"
X Link 2023-10-11T04:44Z [----] followers, [---] engagements
"Thoughtful deliberation iskeywhen allocating between SA and global #property. @STANLIBs head of property @NesiChetty says investors have turned to global Reits to diversify away from SA Reits which are grappling with big challenges. #assetmanagement"
X Link 2023-10-11T04:57Z [----] followers, [---] engagements
"US active #ETFs have not suffered a month of outflows over the past three years. These ETFs attracted $277bn (R5.3tn) of assets during that time. This contrasts with active US #mutualfunds which have seen $300bn in outflows this year. #assetmanagement https://citywire.com/za/news/the-funds-and-firms-winning-big-as-us-active-etfs-boom/a2427664 https://citywire.com/za/news/the-funds-and-firms-winning-big-as-us-active-etfs-boom/a2427664"
X Link 2023-10-11T05:16Z [----] followers, [---] engagements
"This industry revolution will be bigger than the shift to #passives. A new paper by investment industry strategist Roland Rousseau argues active #ETFs and risk budgeting technology are revolutionising the investment management industry. #assetmanagement"
X Link 2023-10-12T03:53Z [----] followers, [---] engagements
"@PSG_AM head of fixed income Lyle Sankar believes the multi-income space could be the most attractive part of SA fixed income. Momentum Investments' head of fixed income Ian Scott sees opportunities in hard currency SA corporate bonds. @MomentumINV_ZA"
X Link 2023-10-12T04:07Z [----] followers, [---] engagements
"PSG Financial Services until recently known as PSG Konsult has reported net inflows of R9.5bn into managed assets for the six months ended August. AUM increased by 19% to R376bn compared to the prior half-year @Scranston writes. @PSGKonsult @PSG_AM"
X Link 2023-10-12T04:21Z [----] followers, [---] engagements
"Harith General Partners a leading Pan-African investor and developer of #infrastructure projects will buy 46% of Mergence Investment Managers @Scranston writes. #assetmanagement"
X Link 2023-10-12T04:27Z [----] followers, [--] engagements
"Vunani CIO: SA equity priced for a global financial crisis. Vunani Fund Managers CIO Safs Narker believes local counters offer a massive opportunity if investors rerate the valuations of these stocks @JustinBrownSA writes. @VunaniAM #assetmanagement"
X Link 2023-10-12T04:32Z [----] followers, [--] engagements
"Morningstar analysis: Passive funds continue outperforming active. Over the last decade to the end of June [----] just 17.1% and 23.1% of active equity and bond managers respectively generated better returns than their passive peers. #passiveinvesting"
X Link 2023-10-12T04:38Z [----] followers, [---] engagements
"Why is the smart money flocking to Rio Tinto The #mining group is popular with income and value investors and improved #ironore prices are pushing up earnings forecasts @AlgyHall writes. Iron ore accounts for about 70% of the Rio Tintos Ebita"
X Link 2023-10-12T04:42Z [----] followers, [---] engagements
"Old Mutual Investment Group (Omig) is grown up and ready to move. As a black-controlled asset manager it is forging a new identity. Omig has signed a lease to move out of its historic home in Pinelands to the nearby Riverlands complex @Scranston writes"
X Link 2023-10-13T05:46Z [----] followers, [---] engagements
"The UK's Financial Conduct Authority bans ex-Barclays CEO for reckless Epstein statements. The FCA fined James Staley 1.8m for recklessly approving a misleading letter on the nature of his relationship with convicted sex offender Jeffrey Epstein"
X Link 2023-10-13T05:55Z [----] followers, [---] engagements
"Top fund managers bet the worst is over for reinvented #Dell. Brokers are pushing up earnings forecasts for IT infrastructure business Dell Technologies as second-quarter results raise hopes demand is bottoming out"
X Link 2023-10-13T06:28Z [----] followers, [---] engagements
"Platinum Portfolios launches an income fund of funds. The new Platinum Portfolios fund aims to provide investors with a haven. Reg [--] compliant Platinum BCI Defensive Income fund of funds sits in the Asisa multi-asset income category @Scranston writes"
X Link 2023-10-16T04:03Z [----] followers, [---] engagements
"This investor made 1000% from #EliLilly here's his next pharma bet. Top-performing fund manager Peter Rutter is now drawn to another drug maker for the same reasons he was first attracted to the US pharmaceutical giant @AlgyHall writes. @RLAM_UK"
X Link 2023-10-17T04:29Z [----] followers, [---] engagements
"UK DFM with 400m in AUM goes into administration. Wealth manager and stockbroker Blankstone Sington agreed with the UK's Financial Conduct Authority to stop taking on new clients in [----]. 'The special administrators have secured all clients assets'"
X Link 2023-10-17T04:38Z [----] followers, [---] engagements
"How not to announce a fund manager move. Fund buyers hate discovering manager changes in the news. Fund selectors often cite style drift as a cardinal sin but asset managers face an even graver danger a sudden and unexpected change in a lead manager"
X Link 2023-10-17T04:41Z [----] followers, [---] engagements
"Meet #CFP Jonty Sacks of MJ Sacks & Associates who finds the future of financial advice both a challenging and exciting prospect. #financialadvisers #financialplanners #financialadvisors"
X Link 2023-10-17T10:07Z [----] followers, [---] engagements
"The depth of the recession will matter. @PSG_AM's Lyle Sankar believes investors should focus more on the depth of a US recession rather than its timing. @MomentumINV_ZA's Ian Scott believes the SA Reserve Bank will start cutting rates next year. https://citywire.com/za/news/the-depth-of-the-recession-will-matter/a2428094 https://citywire.com/za/news/the-depth-of-the-recession-will-matter/a2428094"
X Link 2023-10-18T04:12Z [----] followers, [---] engagements
"Excelsia Capital has hired Sithembiso Garane as its head of fixed income effective January [----] according to Excelsia CEO Rajay Ambekar. Excelsia is looking to launch new products following Garanes appointment @JustinBrownSA writes. #assetmanagement"
X Link 2023-10-18T04:18Z [----] followers, [---] engagements
"Columbia Threadneedle CIO: Money market funds are now the big competitor to bonds. In terms of heightened market volatility higher for longer has strengthened the outlook for money market funds according to William Davies. @CTinvest_EMEA #assetmanagement"
X Link 2023-10-18T04:28Z [----] followers, [---] engagements
"Are with-profit #annuities appropriate for low-income pensioners Should those with higher risk factors get higher guaranteed income over their shorter life expectancy Read why #JustSA believes so. #financialadvisers @ActuarialSa #retirementannuities"
X Link 2023-10-18T04:30Z [----] followers, [---] engagements
"@ninetyone_sa will launch a rand feeder fund for its Global Diversified Income fund in November. The portfolio will likely deliver a 6.5% US dollar return over the coming year @JustinBrownSA writes"
X Link 2023-10-19T05:23Z [----] followers, [--] engagements
"#Nvidias 310% surge is driven by reverse ageing. Not all fast-growing firms are early in their corporate life as Nvidia's fourfold return over the past year shows. Mature but high-growth companies can be the most profitable investments. #elitecompanies"
X Link 2023-10-19T05:33Z [----] followers, [---] engagements
"US mutual funds suffered roughly $48bn in outflows in September with bonds US and sector equities getting hit the hardest. The outflows were offset by roughly $36bn in inflows US #ETFs enjoyed over the same period for a collective $12bn in outflows"
X Link 2023-10-19T05:38Z [----] followers, [---] engagements
"Industry veteran: Reits will come back as every dog has its day. @Scranston talks to #property entrepreneur turned PM Mike Flax. I am confident that Reits will come back into favour once interest rates start to fall. @MikeMikeflax. #assetmanagement"
X Link 2023-10-20T03:32Z [----] followers, [---] engagements
"South Africa is very unloved and we sit in a dark corner. @MomentumINV_ZAs Ian Scott believes SA is in a dark place but theres light at the end of the tunnel. SA is offering investors fixed-income real yields of 3.5%. @PSG_AM @Futuregrowth"
X Link 2023-10-20T03:43Z [----] followers, [---] engagements
"BEE consortium buys minority stake in Apex South Africa. The NtisoAkhona Group backed by Mcebisi Jonas and Noluthando Gosa has acquired the interest @JustinBrownSA writes. @ApexGlobalGroup"
X Link 2023-10-20T03:52Z [----] followers, [---] engagements
"The UKs Financial Conduct Authority (FCA) has outlined how it has had to push back on some investment funds which it believes are misleadingly labelled as #ESG with #passive funds singled out as a particular area of concern. #assetmanagement"
X Link 2023-10-20T04:16Z [----] followers, [---] engagements
"Benguela appoints new CEO. Lesiba Mothata joins the asset manager fromAlexforbes @JustinBrownSA writes. @Benguela_Global @alexforbes"
X Link 2023-10-23T04:03Z [----] followers, [---] engagements
"Alexforbes Investments hires a new economist and a portfolio manager. The asset manager appointed Tshembhani Hlongwane as an economist and Karabo Nkoana as a portfolio manager in the alternative investments division @JustinBrownSA writes. @alexforbes"
X Link 2023-10-23T04:13Z [----] followers, [---] engagements
"Vunani: We are now predominantly a fixed-income house. More than two-thirds of the Vunani Fund Managers' AUM is in fixed-income mandates @Scranston writes. @VunaniAM @inthezone74 @musangema_ #assetmanagement"
X Link 2023-10-24T07:07Z [----] followers, [---] engagements
"Bank of America: SA managers see a rate cut in [----] second quarter. A net 37% of managers surveyed believe it is too early to buy rate-sensitive stocks ahead of the anticipated cutting cycle @JustinBrownSA writes"
X Link 2023-10-24T07:19Z [----] followers, [---] engagements
"Whats an #assetmanager worth It depends on what they do. The share prices of major listed asset managers are mostly still in the doldrums. #assetmanagement"
X Link 2023-10-24T07:43Z [----] followers, [---] engagements
"@10Xinvestments: Tactical asset allocation has little value. The asset manager believes some investorsmisunderstand strategic asset allocation. We dont believe tactical asset allocation has consistent value in portfolio construction over long periods"
X Link 2023-10-25T07:53Z [----] followers, [--] engagements
"Top fund managers five favourite tech stocks may come as a surprise. Neither #Apple nor #Microsoft make it into the Citywire Elite Companies global top [--] but these five tech stocks do. #elitecompanies"
X Link 2023-10-25T08:06Z [----] followers, [---] engagements
"#Wealthmanagers meet up-and-coming wealth adviser Skye Kelly of #HarbourWealth who is passionate about good financial advice. #wealthmanagement #financialplanning"
X Link 2023-10-26T04:05Z [----] followers, [--] engagements
"#TSMC is a compounding champion but there's a catch. Citywire examines two of top fund manager Peter Rutter's favourite stocks both at different stages: TSMC and #Thor. #Elitecompanies"
X Link 2023-10-26T06:06Z [----] followers, [--] engagements
"Top fund managers five favourite #tech stocks may come as a surprise. Neither #Apple nor #Microsoft make it into the Citywire Elite Companies global top [--] but these five tech stocks do. #elitecompanies"
X Link 2023-10-27T04:55Z [----] followers, [---] engagements
"Inn8 wins the overall Citywire South Africa #DFM Award for [----]. Citywire South African staged its DFM Awards at a gala ceremony at theMount Nelson Hotel in Cape Town"
X Link 2023-10-27T06:45Z [----] followers, [---] engagements
"SA venture capital deal flow fell 15% in [----]. The value of deals done in the [----] calendar year saw a further contraction to R1.12bn from R1.31bn invested in [----] and down 19.4% from the [----] record of R 1.39bn @Scranston writes. @SAVCAssociation"
X Link 2023-10-30T04:32Z [----] followers, [---] engagements
"Citywire Forum delegates expect a recession in [----]. Fifty-four percent of delegates in Johannesburg believed a recession would occur in the second quarter of [----]. In Cape Town 40% of delegates thought a recession would happen in the second quarter"
X Link 2023-10-30T04:36Z [----] followers, [---] engagements
"Here are all the pictures from Citywire's Cape Town Forum. Look at what happened and who attended Citywire South Africa's latest Forum in Cape Town"
X Link 2023-10-30T04:42Z [----] followers, [---] engagements
"BlackRock to pay $2.5m for inaccurate reporting by fund hit by movie fraud. The BlackRock Multi-Sector Income Trust invested $75m in the Aviron Group which the asset manager described in the funds reports as a diversified financial services company"
X Link 2023-10-30T04:45Z [----] followers, [---] engagements
"Argon Asset Management CEO explains how he transformed the firm after underperformance. One of Manas Bapelas significant changes was making Argons equity process more benchmark-aware @JustinBrownSA writes"
X Link 2023-10-31T04:33Z [----] followers, [---] engagements
"Few absolute return funds beat their targets. Nedgroup Investments Opportunity fund is one of the few absolute return funds to exceed its target over [--] years @Scranston writes. @NedgroupInvest @SanlamInvest @PSG_AM @ninetyone_sa @OmriThomas"
X Link 2023-10-31T04:39Z [----] followers, [---] engagements
"How do #DFMs reduce risk for advisers In a world of growing compliance requirements DFMs have much to offer advisers in managing a range of operational risks. @StrategiQ @YatesFlorbela"
X Link 2023-10-31T04:44Z [----] followers, [--] engagements
"It beats cash and it beats inflation: JP Morgan on sticking to 60/40. A portfolio of shares and bonds will still outstrip cash in the long run and adding alternatives will boost returns further says JP Morgans multi-asset team. #assetmanagement"
X Link 2023-10-31T04:46Z [----] followers, [---] engagements
"Why this equity outperformer isnt swayed by the #MagnificentSeven. Freddie Laits fast-growing boutique Latitude is betting on diversification to drive further growth rather than riding current winners. #assetmanagement"
X Link 2023-10-31T04:47Z [----] followers, [---] engagements
".@financialcaddie believes #financialplanning and financial #coaching as standalone services without product #advice and intermediation can add significantly more value at lower cost to the client. Do you agree #Financialplanners #financialadvisers"
X Link 2023-11-01T03:15Z [----] followers, [---] engagements
"The first fund in the @aluwani_capital and @FTI_Global alliance - a global equity feeder fund feeding into theFTGF Martin Currie Global Long-Term Unconstrained fund - will launch later in Q4 [----]. @Scranston explores their plans. #globalequities"
X Link 2023-11-01T04:54Z [----] followers, [---] engagements
"WATCH: @cwSelector spoke to three chief investment officers about their macro outlook: Peter Fitzgerald of Aviva Investors Jon Maier of Global X ETFs and John Lovito of American Century Investments. #macroeconomics #investments"
X Link 2023-11-01T08:01Z [----] followers, [--] engagements
"'MTBPS was more negative for equities than for bonds.' Citywire South Africa spoke to three economists to get their response to the [----] Medium Term Budget Policy Statement. @MomentumINV_ZA @FNBSA @AdrianSaville https://citywire.com/za/news/mtbps-was-more-negative-for-equities-than-for-bonds/a2429448 https://citywire.com/za/news/mtbps-was-more-negative-for-equities-than-for-bonds/a2429448"
X Link 2023-11-02T04:07Z [----] followers, [---] engagements
"How could changing regulations impact the DFM-adviser relationship There are several ways in which a #DFM service offering can become more attractive as regulation shifts. @StrategiQ"
X Link 2023-11-02T04:13Z [----] followers, [---] engagements
"Why has this top investor bought an airline for the first time In the final story on life cycle investing Citywire examines Steel Dynamics in the 'mature' stage and two companies with 'turnaround' potential: Delta Air Lines and Shell. #elitecompanies https://citywire.com/za/news/why-this-top-investor-has-bought-an-airline-for-the-first-time-in-his-career/a2429445 https://citywire.com/za/news/why-this-top-investor-has-bought-an-airline-for-the-first-time-in-his-career/a2429445"
X Link 2023-11-02T04:16Z [----] followers, [---] engagements
"Whats spooking [--] investors this #Halloween There is plenty to horrify asset allocators this Halloween but there could be a treat or two on offer too"
X Link 2023-11-02T04:22Z [----] followers, [--] engagements
"#Financialadvisers will become increasingly important in ensuring clients are adequately protected against the rising risks a/w #climatechange. Clients may soon see higher #insurance premiums & more intense underwriting too. #climaterisk #ESG"
X Link 2023-11-02T10:52Z [----] followers, [---] engagements
"@27four: We are still more optimistic about offshore. The multi-manager has enjoyed relatively strong returns in its multi-asset funds over the past year due to its global equity allocations. 27four sees potential for good risk-adjusted global returns"
X Link 2023-11-03T04:16Z [----] followers, [---] engagements
"Domestic property outperformed equities over the past three years. The top performer in the sector the Ninety One Property fund achieved an annualised 21.3% return @scranston writes. @ninetyone_sa @alexforbes @Futuregrowth @Sesfikile_Cap @SanlamInvest"
X Link 2023-11-03T04:24Z [----] followers, [---] engagements
"Anchor Capital: Valuations demand a big premium to invest in SA equities. Anchor believes if the multiple headwinds facing local equity recede it could catalyse a powerful rally @JustinBrownSA writes. @AnchorCapitalZA #assetmanagement"
X Link 2023-11-03T04:29Z [----] followers, [---] engagements
"UK property funds face a struggle to sell assets. The race to liquidate property funds has begun but which assets will sell and who will buy The closure and suspension of several property funds have raised questions about the future of these vehicles"
X Link 2023-11-03T04:43Z [----] followers, [---] engagements
"Retro revival: Top-performing fund managers are profiting from a surge in the shares of iconic fashion brands of the 1990s and 2000s as they bet on a revival of fortunes. AAA-rated Abercrombie & Fitch and AA-rated Gap shares are soaring. #elitecompanies"
X Link 2023-11-03T04:49Z [----] followers, [---] engagements
"This top-performing global equity fund is slimming down. The Stonehage Fleming Global Best Ideas Equity fund has significantly sold down its consumer staples stocks. My glass is now on the half-empty side on staples.' @SF_FamilyOffice"
X Link 2023-11-06T03:39Z [----] followers, [---] engagements
"EM Insider: China valuations are a bargain now but high growth is over. Allsprings Derrick Irwin joins Citywires Krystle Higgins to discuss the changing Chinese equity market and how investors can capitalise on its slowing growth. #assetmanagement"
X Link 2023-11-06T03:57Z [----] followers, [---] engagements
"Prowess Investment Managers has appointed Qhivi Tiva as its new head of fixed income investments starting in November @JustinBrownSA writes. @ProwessManagers @Qhivitiva #assetmanagement"
X Link 2023-11-07T04:50Z [----] followers, [---] engagements
"Meet Woodland Wealth #CFP and wealth manager Deidr Valentine who believes an AUM or fee-based #financialadviser environment is best for client outcomes. Read more about her here. #CFPs #financialadvisors #financialplanners #WealthBuilding"
X Link 2023-11-08T03:30Z [----] followers, [---] engagements
"A look at some of the red flags raised and lessons for #financialadvisers and investors in the #BHITrust scheme . #Ponzi #scams #scam #BHI #financialadvisors #financialplanners @fscasouthafrica"
X Link 2023-11-08T04:15Z [----] followers, [---] engagements
"Ruan Jooste is Citywire SA's new editor. The financial writer has held editor roles at the Financial Mail Business Day and Finweek. @DURITZ79"
X Link 2023-11-08T04:36Z [----] followers, [---] engagements
"@NedgroupInvest: Now is the time to invest in global fixed income. Global fixed income offers 5% to 6% per annum over the next decade. 'For the first time in decades we see global fixed income as a potentially interesting asset class to invest in"
X Link 2023-11-08T05:08Z [----] followers, [---] engagements
"Citywire South Africa will announce fund manager awards next week. Citywire SA will decide on its annual fund manager awards across [--] categories. #assetmanagement"
X Link 2023-11-09T09:59Z [----] followers, [---] engagements
"@ninetyone_sa hires a new fixed income portfolio manager. @RuenNaidu joined from Argon Asset Management"
X Link 2023-11-09T10:12Z [----] followers, [---] engagements
"Coronation fires another salvo in its Constitutional Court battle with #Sars. Coronation wants a Supreme Court of Appeal ruling overturned @JustinBrownSA writes. #assetmanagement"
X Link 2023-11-13T03:34Z [----] followers, [---] engagements
"New highs from ascendant #India software stars and consumer kings. Check out the favourite shares of the worlds best portfolio managers that are hitting new highs and lows @AlgyHall writes. #elitecompanies"
X Link 2023-11-14T04:43Z [----] followers, [---] engagements
"Why does PSG Asset Management prefer real economy over growth assets High interest rates and sticky inflation have kept PSG AM away from highly-priced growth assets @DURITZ79 writes. @PSG_AM @AnetAhern #assetmanagement"
X Link 2023-11-15T06:58Z [----] followers, [---] engagements
"PROFILE Insights and tips from Lara Warburton @FPI_SA's #FinancialPlanner of [----]. Our advice needs to be the product we're marketing and selling. Were not selling products or performance.' she said at the #FPIConvention. #financialadvisers"
X Link 2023-11-17T08:20Z [----] followers, [---] engagements
".@CrueInvest won the @FPI_SA [----] Approved Professional Practice award. Cofounders Craig and @suetorr share their journey building the fee-based independent practice #workculture and plans for the future. #financialplanning #financialadvisers #IFAs"
X Link 2023-11-17T10:16Z [----] followers, [--] engagements
"Will China repeat Japans 1990s implosion @CentaurAM believes China's economy is on shaky ground @JustinBrownSA writes. Something a lot of market pundits are talking about is whether China is facing the same situation Japan did in the early 1990s"
X Link 2023-11-20T05:28Z [----] followers, [---] engagements
"Stephen Cranstons Investors note: Merge but with caution. There have been spectacular failures and some successes when asset managers have merged @Scranston writes. #assetmanagement"
X Link 2023-11-20T05:30Z [----] followers, [---] engagements
"How Canadas Warren Buffett delivered a 23000% return. Mark Leonard the reclusive founder of Canadas Constellation Software achieved huge returns for shareholders thanks to a capital allocation strategy that has drawn comparisons with Warren Buffett"
X Link 2023-11-20T05:32Z [----] followers, [---] engagements
"Star selector: Cor van Deventer. As part of our series of discussions with leading South African fund selectors we speak to Cor van Deventer portfolio manager at Seed Investments. @Seed_Invest #assetmanagement #DFM"
X Link 2023-11-20T05:34Z [----] followers, [---] engagements
"Star selector: Ursula Maritz. As part of our series of discussions with leading South African fund selectors we speak to Ursula Maritz CIO of Southern Charter. #assetmanagement"
X Link 2023-11-20T05:36Z [----] followers, [---] engagements
"#Advisers: Divorce Act S7(3) is declared invalid & unconstitutional as it failed to include #marriage dissolution by death & marriages on/post [--] Nov [----]. Those married out of community of property without accrual can now claim asset redistribution"
X Link 2023-11-20T07:51Z [----] followers, [---] engagements
"There is a growing smorgasbord of alternative investments including commodities private debt and structured products providing uncorrelated returns @Scranston writes. 'They tend to be less regulated less liquid but uncorrelated.' @SanlamInvest"
X Link 2023-11-21T05:33Z [----] followers, [---] engagements
"Ninety One: The worst is over for global interest rates. The asset manager says fixed-income returns now compensate investors for associated risks more adequately @Scranston writes. @ninetyone_sa"
X Link 2023-11-22T06:24Z [----] followers, [---] engagements
"Coronation CEO: No operational changes before ConCourt ruling. The asset manager estimates it owes Sars R761m because of an unfavourable court ruling. Coronation has not changed its operations due to its court battle with Sars @JustinBrownSA writes"
X Link 2023-11-22T06:29Z [----] followers, [--] engagements
"Two years ago fixed income was uninvestable. The portfolio manager of the Nedgroup Opportunity fundshunned fixed income two years ago but thestrategynow has its highest-ever allocation to the asset class @JustinBrownSA writes. @NedgroupInvest"
X Link 2023-11-22T06:31Z [----] followers, [--] engagements
"RMB: SA asset management faces transformation snowball. Rand Merchant Banks markets client executive Isabella Mnisi believes there has been a sudden step change in the pace of transformation by asset managers @DURITZ79 writes"
X Link 2023-11-22T06:35Z [----] followers, [---] engagements
"These oil majors are preparing for a 2.4C warming scenario. Morningstar explores alternative scenarios to net zero and identifies oil and gas companies that appear to be prepared for a future where a 1.5C rise is exceeded"
X Link 2023-11-22T06:36Z [----] followers, [--] engagements
"Star selector: Phumlile Smith. As part of our series of discussions with leading South African fund selectors we speak to Phumlile Smith head of manager research at Sygnia Asset Management. @sygnia"
X Link 2023-11-22T06:38Z [----] followers, [---] engagements
"@CentaurAM will launch an SA equity fund in December and wants to launch a global equity fund in future. The asset manager believes things are looking up for SA @JustinBrownSA writes. 'We are South African specialists. We know the market backwards.'"
X Link 2023-11-23T05:35Z [----] followers, [--] engagements
"Video: In [----] there have been a lot of opportunities. @Satrix uses its SmartCore Index fund as its local equity building block for its multi-asset portfolios @JustinBrownSA writes. @NedgroupInvest @OldMutualSA"
X Link 2023-11-23T05:38Z [----] followers, [---] engagements
"Aylett: 'Our Nirvana is [--] to [--] uncorrelated stocks great businesses in different parts of the world that wed love to own.' The boutiques shift to a greater offshore allocation in its balanced fund results from seeing bottom-up opportunities"
X Link 2023-11-23T05:43Z [----] followers, [---] engagements
"HSBC's shares are trading in deep value territory as theAsian-focused lenders forecast dividend yield hits 10% for the first time since the global financial crisis. Shares in HSBC have returned 27% in [----] outperforming the FTSE 100s other banks"
X Link 2023-11-23T05:49Z [----] followers, [---] engagements
"Prescient IM CEO: Offshore limit will go to 100%. Prescient Investment Management CEO Cheree Dyers believes its only a matter of time before the offshore limited governed by Regulation [--] will increase from 45% to 100% @JustinBrownSA. @Prescient_SA"
X Link 2023-11-24T05:16Z [----] followers, [---] engagements
"@Prescient_SA appoints a new CEO at its management company. Kim Gibb was previously head of investor services and product at the group @DURITZ79 writes"
X Link 2023-11-24T05:20Z [----] followers, [---] engagements
"How does Taquantas active income fund deliver notable consistency Since its inception in August [----] the R2.2bn Taquanta Active Income FR fund has only experienced one negative month a 0.25% decline during the turmoil of April [----]. @AssetTaquanta"
X Link 2023-11-24T05:25Z [----] followers, [--] engagements
"Draxs debt: Elite Investors line up against Wirecard short-seller. Top-performing fund managers have been buying into Drax's falling shares but the man who played a key part in exposing fraud at Wirecard is betting against them. #elitecompanies"
X Link 2023-11-24T05:27Z [----] followers, [---] engagements
"US #passive funds are closing in on US #actives' market share. Since January [----] passive fund market share for mutual funds and ETFs has increased by nearly ten percentage points to 49.7%"
X Link 2023-11-24T05:29Z [----] followers, [--] engagements
".@Sasfin's Johan Gouws explains how #retirementfunds can adjust the #investment strategy of the growth portfolio in their default life stage model & manage potential risks of a shrinking investable #JSE universe. #retirementplanning #financialadvisers"
X Link 2023-11-24T08:12Z [----] followers, [---] engagements
".@FPSB CEO Dante De Gori shared industry trends #financialplanners can expect at the @FPI_SA's recent convention. #Tech is obvious but the need for financial #coaching may come as a surprise. #financialplanning #CFPs #financialadvisers @ddegori10"
X Link 2023-11-24T10:30Z [----] followers, [--] engagements
"ICYMI: Stakeholders are hoping the rescue plan for the #MastersOffice will improve turnaround times and address shortfalls in its administration of #deceasedestates #trusts and the Guardians Fund. #fiduciaryservices #estateplanning"
X Link 2023-11-25T08:30Z [----] followers, [---] engagements
"Fund factsheets could be clearer and more informative. Fund factsheets have so much room for improvement @JustinBrownSA writes. 'I have interviewed numerous portfolio managers and often discovered critical information that wasnt in the factsheets.'"
X Link 2023-11-27T05:20Z [----] followers, [---] engagements
"VIDEO: Its a very important ballast in our portfolio. @SATRIX_SA believes infrastructure is great for balancing and diversifying away from the growth style. Satrix also believes infrastructure and real assets have a role to play in multi-asset funds"
X Link 2023-11-27T05:25Z [----] followers, [---] engagements
"This fund has a dual stability and growth mandate. The Old Mutual Stable Growth fund has been a top-quartile performer since the Covid-19 crisis @Scranston writes. The fund delivered an annualised return of 9.2% over the three years ending [--] October"
X Link 2023-11-27T05:30Z [----] followers, [---] engagements
"Foord: China could become the worlds top-performing stock market. A Foord webinar shows that Chinese stocks are expected to become most profitable by the end of the decade partly due to urban population growth @Scranston writes"
X Link 2023-11-28T07:05Z [----] followers, [---] engagements
"Sars accuses Coronation of a disingenuous approach to its tax affairs. Sars has applied to the ConCourt to give it leave to cross-appeal a ruling that stopped Sars from imposing understatement and under-estimation penalties @JustinBrownSA writes"
X Link 2023-11-28T07:16Z [----] followers, [---] engagements
"Are listed real estate allocations too low @STANLIB portfolio managers believe there is a possibility for a big rebound in local and global #property valuations in [----] @DURITZ79 writes. @NesiChetty #realestate"
X Link 2023-11-28T07:20Z [----] followers, [---] engagements
"Savca appoints new board chairperson. Vuyo Ntoi who takes over as chairperson from Ata Capital CEO Lelo Rantloane has been on the board of directors since last year @JustinBrownSA writes. @SAVCAssociation"
X Link 2023-11-28T07:27Z [----] followers, [--] engagements
"Experienced duo step off 1.9bn of Ninety One equity funds. Mark Breedon and Christine Baalham leave their PM roles on the firms Global Strategic Equity and Global Equity funds. @ninetyone_sa"
X Link 2023-11-28T07:30Z [----] followers, [--] engagements
"Private market firms are raiding asset managers and banks for #talent. Half of the [--] hires in the last three years joined wealth solutions teams at big groups. #assetmanagement"
X Link 2023-11-28T07:32Z [----] followers, [--] engagements
"PROFILE: Meet David Garrioch #CFP wealth adviser and directorof Garrioch & Ellse. The #IFA he founded with Brandon Ellse charges a retainer and doesn't earn product-related fees. #IFAs #CFPs #financialadvisers #wealthmanagers #remuneration"
X Link 2023-11-28T11:22Z [----] followers, [---] engagements
"Rockwood Private Equity has acquired the struggling Cape-based Element Investment Managers for an undisclosed amount. Now that Rockwood has recapitalised the business Element will look to buy another #boutique @Scranston writes. #assetmanagement"
X Link 2023-11-29T05:09Z [----] followers, [---] engagements
"@Stanlib launches a new fund aimed at corporate treasuries. Stanlibs Corporate Enhanced Yield fund will follow a conservative strategy targeting returns above those available from money market funds @JustinBrownSA writes. #assetmanagement"
X Link 2023-11-29T05:12Z [----] followers, [---] engagements
"Video: They have been incorrectly pitted one against the other. A Citywire panel of experts largely agrees that a passive and active mix has a role in multi-asset portfolios @JustinBrownSA writes. @OldMutualSA @SATRIX_SA @NedgroupInvest @MorningstarInc"
X Link 2023-11-29T05:19Z [----] followers, [---] engagements
"This little-known US grocer is a top-10 pick for the worlds best investors. Sprouts Farmers Market has positioned itself as a more affordable Whole Foods and top-performing fund managers are snapping up its shares. #elitecompanies #assetmanagement"
X Link 2023-11-29T05:21Z [----] followers, [--] engagements
"Subscribe to the#CitywireSA Adviser newsletter for dedicated#financialadvisernews profiles & insights twice a week andinvestmentnews #advisersshould be aware of. To subscribe scan the QR code or click #financialadvisors #CFP #brokers"
X Link 2023-11-29T13:37Z [----] followers, [--] engagements
"'A pretty miserable year but bonds could be set for a better [----]. James Turp sees potential for stability in the SA fixed-income market. Its been a pretty miserable year for bond investing. The asset class has only just beaten cash. @SanlamInvest"
X Link 2023-11-30T04:44Z [----] followers, [---] engagements
"Coronation tells the ConCourt that Sars cross-appeal should fail. Coronation has applied to the ConCourt for an order that dismisses Sars leave to cross-appeal @JustinBrownSA writes. 'Cimsa contends that Sars application fails to engage this court"
X Link 2023-11-30T04:51Z [----] followers, [---] engagements
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