Archives


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    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%.

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    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%.

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    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.

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    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.

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    Green bonds to achieve green shoots?

    09 July 2020
    Santhuri Thaver

    As we grapple with the impacts of the current pandemic, we shouldn’t steer attention away from another critical and immediate challenge; climate change. Response to climate challenges is no longer the right thing to do but imperative in order to create a sustainable future.

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    ETF Investor

    06 July 2020
    Ashburton Investments

    Vicki Tagg, Head of Indexation had an in-depth discussion with Nerina Visser from the podcast series ‘The EFT Investor’ about the ins and outs of the Exchange Traded Funds (ETFs). Vicki also discussed the proposed changes and restructuring of the Ashburton Global 1200 Equity ETF that will result in the fund being an even more cost-effective product...

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    Macro insights and outlook for our Global Multi Asset Funds in these exceptional and uncertain times

    03 July 2020
    Arno Lawrenz

    An interactive discussion with Arno Lawrenz, our Global Investment Strategist who will share views and analysis relevant to our Global Multi Asset Funds in these exceptional and uncertain times.

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    Flexible fixed income funds look attractive

    24 June 2020
    Albert Botha

    In a falling interest rate environment flexible income funds are expected to provide investors with good returns over inflation compared to cash or money market funds over the next 12 to 24 months.

  • Thumbnail Global perspectives
    Forward thinking informed, unflappable

    22 June 2020
    Sizwe Nxedlana

    A handful of events in the embryonic days of 2020 highlighted just how unpredictable the world can be. Just days into the new year and the United States (US) and Iran looked on the verge of war.

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    Challenges, inequality offer fertile ground for impact investing

    22 June 2020
    Heather Jackson

    As impact investors we look for opportunities to marry financial return with a measurable positive social and economic impact. We seek out ways to make a contribution to grow our economy in a sustainable and more inclusive manner and ask ourselves this guiding question: What kind of society do we want to live...

  • Thumbnail Global perspectives
    Global Leaders spotlight: The food ingredients and flavours market

    22 June 2020
    Kathy Davey

    There is a reason the companies Ashburton Investments invests into as part of the Ashburton Global Leaders Equity Fund are renowned names, after all they offer exposure to key sectors such as information technology, healthcare, consumer staples, consumer discretionary and financials.

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    The United States casts its vote: What lies ahead?

    22 June 2020
    Arno Lawrenz

    It’s a presidential election year in the United States (US), and that means primaries and caucuses, national conventions and heated debates. The markets will be treated to all manner of theatrics in the build-up to the big day on 3 November 2020.

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    The fix is in

    22 June 2020
    Albert Botha

    If ever there was a time for fixed income portfolios then 2020 is it. After racing out of the starting blocks at a frenzied pace and speed, it seems likely that the year to come will be remembered for the sheer range of momentous events that loom on the horizon.

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    South Africa: The aloe ferox is still alive, but needs urgent attention

    22 June 2020
    Nico Els

    The South African (SA) economy has faced many significant challenges in the past. Now 2020 offers a raft of headwinds in need of urgent attention. Back in 1992, when the economy contracted for three consecutive years, South Africa showed its mettle. Can we do this again?