Disruptive commerce: upending ecosystems and unlocking innovation

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

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

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

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

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

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

Sygnia’s sygnificant midlife change

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

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