Disruptive commerce: upending ecosystems and unlocking innovation

SPONSORED | Where there is demand, there is opportunity, says Franklin Templeton Group

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GLOBAL MARKETS: Long-haul Covid

Virgin Atlantic’s chief executive is planning for a long-term reduction in business travel

Bob van Dijk’s Naspers dilemma grows

Tencent is reporting record numbers — but these profits just aren’t feeding through to Naspers as they should

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One year on: look at these stocks

If there’s one lesson to be learnt from last year’s market savaging, it is this: breathe deeply, and keep your head

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A lesson in courting private equity

The state is keen to see more private equity make its way into public projects. But the industry’s not buying it — yet

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BACKSTORY: Michael Arbuthnot

We question CEO at Catalyst Fund Managers Michael Arbuthnot

GLOBAL MARKETS: Cometh the taxman

No sooner had US President Joe Biden’s $1.9-trillion stimulus package passed than attention turned to his big spending bill for infrastructure — and the tax ...

ANALYSE THIS: Ann Sebastian

We question Ann Sebastian, portfolio manager at Stanlib Index Investments

The 5 property shares to buy

After a torrid 2020, some property stocks are poised for recovery and many have resolved to pay a cash dividend

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Remgro and Sabvest’s mission impossible

Remgro and Sabvest need someone, or something, to help them out of the value hole they’ve sunk into

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Sygnia’s sygnificant midlife change

Sygnia CEO Magda Wierzycka is stepping back, just as the asset manager begins to hit its stride

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Old Mutual finding its mojo

Old Mutual’s mojo has been Awol for several years now. The FM spoke to Old Mutual CEO Iain Williamson

BACKSTORY: African Rainbow Capital’s Charmaine Padayachy

We question Charmaine Padayachy, deal executive at African Rainbow Capital

GLOBAL MARKETS: Archegos fallout

The biggest counterparties of Bill Hwang’s Archegos Capital — including Goldman Sachs and Morgan Stanley — tried to limit fallout from his collapsing bets on ...

Is this the endgame for Ascendis?

This former high flyer may be forced into a Faustian pact with its debt holders. But minority shareholders are fighting back

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