Archives


  • Thumbnail Monthly commentary
    Multi Asset Funds: October 2020

    21 October 2020
    Nick Skiming

    Ashburton Global Multi Asset Funds continued to gain ground over the third quarter, building on the markets’ rebound from the second quarter, although eased back in September.

  • Thumbnail Vods and pods
    Looking back and going forward with Wayne McCurrie

    13 October 2020
    Ashburton Investments

    An interactive discussion with Wayne McCurrie, Equity Researcher at FNB Wealth and Investments, who will look at some of the challenges and opportunities in current markets and asset classes.

  • Thumbnail Vods and pods
    Fixed income funds and options

    08 October 2020
    Albert Botha

    An interactive discussion with Albert Botha, Head of Fixed Income Portfolio Management. He will share insights on fixed income funds and how your business can benefit from these products in light of the current challenges we find ourselves in due to COVID-19. In the current times of uncertainty, we want to share with you our views and positions for the next 12 months in order to give you peace of mind and better direction for your investment and savings goals.

  • Thumbnail Monthly commentary
    Chindia Equity Fund: October 2020

    07 October 2020
    Ashburton Investments

    The FTSE Emerging Market index declined 3.5% during September and the Chindia Equity Fund (I class USD) was broadly in line with this falling 3.2%.

  • Thumbnail Focus on
    Sustainable Finance in the South African Financial Services Sector

    28 September 2020
    Alessandro Scalco and Rowaine Naidoo

    It is common for terms like “sustainable investing”, “socially responsible investing”, “environmental, social and governance (ESG) integration” and their acronyms to be used as nice to have’s interchangeably by asset managers.

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    Changes to the Ashburton Global 1200 Equity ETF makes for even more compelling investment case

    25 September 2020
    Ben Meyer

    The recent restructure of the Ashburton Global 1200 Equity ETF, which has resulted in a substantially lowered Total Expense Ratio (TER), has made its investment case even more compelling. The TER will reduce from 0.65% to 0.48%, making for better performance in the long term as...

  • Thumbnail Monthly commentary
    Multi Asset Funds: September 2020

    25 September 2020
    Nick Skiming

    Equities rose firmly in August, with the FTSE All World TR Index registering a gain of 6.24%. Increasing interest in cyclical sectors was evident during the month.

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    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.

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    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.

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    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.

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    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.

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    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.