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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...

Market Commentary: March 2018

Here are this month’s highlights: March was a particularly volatile month for global equities, as politics, tech and trade concerns weighed on investor sentiment. Monetary policy developments were mainly as expected, including decisions by the South African Reserve...

Housing shortage an opportunity for high investment yields

Investment is needed in the affordable housing sector. Historically, growth in this sector has been hampered by perceptions of high risk and as a result, undervalued investments. If investors take the time to do their due diligence they could find South Africa’s...

Navigating Naspers in retirement portfolios

South African asset managers are divided on the merits of including Naspers in retirement scheme portfolios; and though for most the answer is ‘yes’, there is division on the level of exposure, ultimately leaving trustees with the burden of making this complex...

Market Commentary: February 2018

Here are this month’s highlights: Developed and Emerging market equities, in a particularly volatile month, closed mostly lower. Investors were unsettled by prospects that the Federal Reserve may hike interest rates at a faster than expected pace, and talk of...