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Bond market fears excessive – but investors must be vigilant 04 November 2019 Arno Lawrenz

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.

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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.

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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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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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Add Energy to your investments 07 April 2017 Richard Robinson

The cyclical sectors which include consumer cyclicals, basic materials, financial services and energy have a considerable correlation with different phases of the business cycle.

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Africa industrial technology on the rise 11 May 2016 Stephen Grootes

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.