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Market Commentary: July 2018

Here are this month’s highlights: Global equities had a positive month, with developed markets edging out emerging market peers. Corporate earnings’ season started on a positive note, despite concerns regarding the impact of ongoing geopolitical noise and simmering...

The Retirement Journey – Cradle to Grave

Ideally, you should have a stable income to maintain your standard of living throughout your retirement. This is the gold standard for retirement. However, since the South African retirement industry largely abandoned defined benefit (DB) funds in favour of defined...

Why women need to save more for retirement

Women, on average, live five years longer than men. This means their retirement savings need to last them – on average – five years longer. It’s an important message that doesn’t seem to have hit home yet: women need to save more for retirement than men do. And, given...

Changing Africa’s infrastructure funding’s status quo

At a recent conference on funding infrastructure in Africa held in London, the premier destination for conferences about Africa, a fellow speaker lamented the lack of solutions these events yielded. His observation was that the talking points and conclusions at these...

Market Commentary: June 2018

Here are this month’s highlights: The second quarter of 2018 ended on a bumpy note. Global trade tensions, the stalemate between Britain and the EU, and geopolitical spill-overs made headlines. Sentiment-driven emerging markets, technology stocks and cyclicals were...

Pension provision in Africa remains low

With 72% of sub-Saharan Africans employed in the informal sector, the traditional pension system is being called into question. The traditional pension system works on the premise that members are formally employed, work for 40 years and contribute regularly during...

Market Commentary: May 2018

Here are this month’s highlights: May saw little respite from geopolitically-driven volatility. Corporate earnings were largely positive, but global investors were left uneasy by the abrupt reversals in US rhetoric on Asia. Emerging markets bore the brunt of global...

African urbanisation – a changing dynamic

On a recent trip to Morocco to attend the 15th Annual Africa Venture Capital Associaiton (AVCA) conference, I had the pleasure of being seated next to and in front of two young families on the aeroplane, both returning home to Morocco after visiting friends and family...

Market Commentary: April 2018

Here are this month’s highlights: April saw a continuation of the risk assets rollercoaster. The Syrian strike and additional US sanctions against Russia unnerved investors, China’s more conciliatory tone soothed the markets, and a mixed month-end saw the potential...

A Nairobi Dream

On a recent trip to East Africa I was lucky enough to experience some of the returning optimism and the sense of an investment community gearing up to take part in the next chapter of the region’s blossoming. The substance and longevity of Africa’s growth story...