Bond market fears excessive – but investors must be vigilant
04 November 2019
There are numerous current threats facing financial markets – such as an earnings or manufacturing slowdown, geopolitical tensions, the rise of populism and volatile political leaders. However, absent a sudden shock, we do not anticipate de-flation and or a recession in the near future.
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.
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.
Electric Vehicles – where now and where to?
28 June 2017
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).
Add Energy to your investments
07 April 2017
The cyclical sectors which include consumer cyclicals, basic materials, financial services and energy have a considerable correlation with different phases of the business cycle.
Africa industrial technology on the rise
11 May 2016
Ashburton Investments' Paul Clark chats to EWN's Stephen Grootes on the sidelines of WEF Africa... Clark says there are big opportunities for technology in the industrial sector on the continent.