Archives


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    The case for unlisted property exposure for retirement funds

    01 November 2018
    Keith Muirhead and Rein van Veen

    Commercial property forms an integral part of the investable asset universe. Although dependent on relevance of location and the property assets in question, commercial property offers stable growth and income returns coupled with a reasonable level of inflation protection.

  • Thumbnail Global perspectives
    Welcome to the world of opportunity

    23 July 2018
    Boshoff Grobler

    This is particularly true of Africa, which closed 2017 with new leadership in Zimbabwe, Angola, South Africa, Ethiopia and Liberia. These political movements have ushered in new economic and social opportunities and talk of a ‘new dawn’ for the continent.

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    Recapitalisation and infrastructure investment – a renewed pro-growth stance for India

    26 October 2017
    Jonathan Schiessl and Simon Finch

    Surprise US$32bn public sector recapitalisation and the largest ever highway development investment prove Prime Minister Modi is firmly on a pro-growth agenda in the run up to the national elections in 2019.

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    China: A permanent revolution

    24 October 2017
    Craig Farley

    To invest in an economy of over 1.3 billion people, a GDP of US$21 trillion and an all-powerful, all-seeing Communist government, you need to look at things a little differently.

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    Humans vs robots: Who has the edge?

    24 October 2017
    Mark Appleton

    Modern investing merges human insight with robo efficiency, causing some to argue that the role of the human advisor is dwindling. But human judgement still has a vital role to play in active and passive investment strategies.

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    India: From slumdog to startup

    24 October 2017
    Simon Finch

    Technology enabled India to side step a whole generation of structural development. Now the country is driving the revolution into the heart of its population through the use of electronic payment platforms. In the process a digital revolution is unfolding.

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    Can an enabler be a disruptor?

    24 October 2017
    Paul Clark

    As African economies evolve, the services sector is growing as a proportion of these economies, and electricity is a non-negotiable ingredient for businesses in this sector to operate efficiently.

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    A place for private debt in alternative asset allocations

    24 October 2017
    Corneleo Keevy

    Investors have traditionally considered equities, government bonds and cash as the only instruments through which returns can be generated. This approach has steadily changed over the years, with increased allocations being made to ‘alternative’ asset classes.

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    Coal: A fossil among fuels

    24 October 2017
    Richard Robinson

    Despite some headline-grabbing figures and improved efficiencies surrounding renewable energy options like solar, wind and wave power, the majority of the planet still produces its electricity by burning fossil fuels.

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    Embrace the disruption

    24 October 2017
    Boshoff Grobler

    The word ‘disruption’ comes with some unfavourable associations. After all, the dictionary definition refers to a “disturbance or problems which interrupt an event, activity, or process”. It has all the connotations of a bad guest or an unwanted intrusion.

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    Ideas in action

    24 October 2017
    Murray Anderson

    At Ashburton Investments our experts think deeply and critically about the world, and we apply the same level of analysis to the funds we manage.

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    Next magazine due end July

    05 July 2017
    Ashburton Investments

    Global Perspectives, Ashburton Investments' magazine appearing three to four times a year will bring insights on the investment world once again in a month's time.

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    Electric Vehicles – where now and where to?

    28 June 2017
    Wayne McCurrie

    As investment professionals, we tend to take notice when we hear how something new is going to take over the world. The reality is that most big changes tend to be more evolutionally than revolutionary as is the case with electric vehicles (EVs).

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    The future of responsible investing

    23 June 2017
    Betty Madiba

    Responsible investing continues to grow in prominence among investors globally and South African investors are now placing emphasis on investing responsibly and better understanding the risks inherent to companies they invest in.

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    What do rising Middle East tensions mean for OPEC?

    19 June 2017
    Richard Robinson

    Friction in the Middle East appears to be hitting concerning levels. At the beginning of June, Saudi Arabia, the UAE, Bahrain and Egypt severed ties with Qatar.