Unbundlings: Likely candidates to keep an eye on
Unbundlings are a great way to unleash a company’s potential. The FM sets out its list of likely candidates
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Sirius Real Estate: Resilient German gem
It’s not too late to buy Sirius shares, as its six-year winning run is expected to continue — come rain, shine or Covid
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Disruptive commerce: upending ecosystems and unlocking innovation
SPONSORED | Where there is demand, there is opportunity, says Franklin Templeton Group
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BACKSTORY: Liberty Two Degrees CEO Amelia Beattie
We question CEO of Liberty Two Degrees Amelia Beattie
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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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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