Where SA’s best-performing fund managers are placing their bets
Tracing the best-performing South African funds shows a story of hefty returns from such themes as AI, and of the importance of picking individual stocks. But rather than ploughing everything into overseas stocks, many experts are now backing local equities, expecting a bounceback
Janu-worry — an apt way to describe the tepid performance of various South African asset classes last month. And asset values seem to have gone in the same direction as last year: downwards.
Amid global geopolitical turmoil — with conflicts in Ukraine, Gaza and the key Red Sea shipping zone — the South African government isn’t doing much to improve domestic investment sentiment. The ports are a shambles, local government infrastructure is on the brink of collapse and power outages stifle meaningful growth and fixed capital investment...
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