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Market Commentary: January 2018

Global Risk Assets had a strong start to 2018: Developed markets were boosted by macroeconomic data and upbeat corporate earnings. A commodity boom  –  as oil prices topped USD70 per barrel for the first time in three years and precious and industrial metals shone –...

Navigating Naspers

 RisCura’s Education Series for Institutional Investors   Many institutional investors feel uncertain given their large exposure to Naspers. Not only does it create single-share risk, it also exposes them to Global Technology, which may be currently overvalued,...

Complex pension trends are leaving retirees cash-strapped

Two new analyses recently showed that South African retirees invested in living annuities risk running out of money, with many already living on half the income they enjoyed just six years ago.  This heartbreaking situation will be exacerbated by the fact that local...

Market Commentary: December 2017

Global Risk Assets ended the year on a high note: Emerging Markets saw their best returns since 2009, while US equities consolidate their excellent year-to-date performance. Resurgent oil prices and the energy sector led overall sectoral gains. Macro-economic and...

Will gas transform Africa?

In recent years, major discoveries of gas reserves by several African nations seemed to herald an era of cheap electricity, and the prospect of an additional export product to boost foreign currency income. Currently the picture is very different having been stalled...

Market Commentary: November 2017

Here are this month’s highlights: Cash still well-ahead of inflation, SA Bonds continue to fall, while SA Property sustains its uptick from October. Looking ahead, the ANC’s elective conference will grab the headlines in December, and the importance of transparent and...

SMEs provide opportunity for Africa to grow its debt market

Investments into private firms in Africa are funded by a relatively low proportion of debt compared to equity, especially in contrast to developed markets, where debt is more readily available and affordable. This is according to RisCura’s latest private equity update...

RisCura wins AGF 2017 Service Provider private equity award

Investment specialists, RisCura, has won the Africa Global Funds (AGF) 2017 Service Provider Awards in the Best Advisory Provider: Private Equity category, for the second consecutive year. RisCura provides investment decision support and offers a wide range of...

Market Commentary: October 2017

Here are this month’s highlights: Developed and Emerging market equities ticked up during October, with South African equities outperforming global peers. The Rand and SA government bonds remained under pressure as fiscal slippage and domestic politics weighed on the...

Beyond the grid

Despite its rich energy resources, about 600 million people across sub-Saharan Africa do not have access to electricity, but the rise of micro-grids and advances in technology could be the answer to Africa’s power woes. According to market research company, BMI...

Should pension funds be financing infrastructure in Africa?

Africa’s infrastructure backlog is well-documented, with the World Bank placing it at an annual value of approximately US$93 billion a year. Globally, infrastructure is increasingly being considered as an accepted asset class within a number of pension plans’...