Archives


  • Thumbnail Focus on
    Fixed Income insights

    17 September 2020
    Michael Grobler

    The local fixed income market has had a tumultuous year as investors strive to navigate between emergency monetary policy accommodation by the SARB and worsening fiscal risks from higher issuance along with collapsing growth adversely impacting on the back end of the yield curve.

  • Thumbnail Vods and pods
    Fixed Income monthly feedback

    16 September 2020
    Albert Botha

    An interactive discussion with Albert Botha, Head of Fixed Income Portfolio Management, who will share feedback on fixed income.

  • Thumbnail Monthly commentary
    Chindia Equity Fund: September 2020

    10 September 2020
    Ashburton Investments

    The Ashburton Chindia Fund (I class USD) returned 8.3% during the month, ahead of the return from both the Chinese and Indian equity markets (7.2% and 6.9% respectively)

  • Thumbnail Vods and pods
    Ashburton Investments Annual Institutional Conference

    09 September 2020
    Ashburton Investments

    Sharing insights into current investment opportunities addressing the heightened concern of the return of capital and the search for yield in an environment where equity markets are depressed, fixed income yields are falling, and the importance of impact investing is growing.

  • Thumbnail Focus on
    Overview of the best investment opportunities to pursue in the current environment

    09 September 2020
    Albert Botha

    In a world of zero-bound interest rates, South African bonds offer attractive returns compared to both developed markets and emerging market peers.

  • Thumbnail Focus on
    Press Reset

    24 August 2020
    Patrice Rassou

    At the end of this year, South Africa’s economy will likely experience shrinkage fivefold that experienced a decade ago during the Global Financial Crisis.

  • Thumbnail Focus on
    Global recovery likely to be ‘swoosh’ shaped, but for some industries damage may be lasting

    24 August 2020
    Nico Els

    The great lockdown recession of 2020 has set so many unprecedented records (first bad then good) that people will have case studies for years to come.

  • Thumbnail Focus on
    Report: Investing for Impact

    19 August 2020
    Ashburton Investments

    The research was carried out by financial research firm Intellidex which surveyed 49 funds with combined assets under management (AUM) of R2.6 trillion.

  • Thumbnail Monthly commentary
    Chindia Equity Fund: August 2020

    18 August 2020
    Ashburton Investments

    The Chindia fund returned 8.4% during the month of July with particularly good returns from the technology sector.

  • Thumbnail Monthly commentary
    Multi Asset Funds: August 2020

    14 August 2020
    Arno Lawrenz

    The US dollar continued to slide, losing over 4% in July, as the ramifications of enormous stimulus, both monetary and fiscal, weighed on the currency.

  • Thumbnail Focus on
    Are markets corona proof?

    15 July 2020
    Patrice Rassou

    Global equities rallied close to 40% from March lows to post one of the strongest quarters in a decade. The rally was led by the United States (US), perversely the country with the most Coronavirus (COVID-19) cases globally, with healthcare and tech stocks up a combined 23%.

  • Thumbnail Monthly commentary
    Multi Asset Funds: July 2020

    13 July 2020
    Arno Lawrenz

    The Ashburton Global Multi-Asset Fund range delivered a positive performance during the second quarter, with the Global Growth Fund rising 2.4%, the Global Defensive Fund up 1.4% and the Sterling Asset Management Fund delivering 1.3%.

  • Thumbnail Monthly commentary
    Chindia Equity Fund: July 2020

    13 July 2020
    Ashburton Investments

    The Ashburton Chindia Fund (I class US$) rose 7.3% during the month of June which was in line with the Emerging Market (EM) Index.

  • Thumbnail Vods and pods
    Global Perspective 2020

    10 July 2020
    Murray Anderson

    An interactive panel discussion with Murray Anderson, Ashburton Investments and our panelists: Wayne McCurrie, Portfolio Manager at FNB Wealth and Investments Solutions, Albert Botha, Head of Fixed Income Portfolio Management and Kathy Davey, Investment Manager (International). The discussion topic will be: Global Perspectives 2020.

  • Thumbnail Focus on
    SA fixed income quarterly insights

    09 July 2020
    Michael Grobler

    As the second quarter of 2020 closed, global policymakers still found themselves in the throes of dealing with high or rising infection rates in many regions - facing a challenging task of gradual reopening of their economies in a post-lockdown paradigm. Governments have opted for fiscal support, running war-like deficits.