Analyse This - Money & Investing | Financial Mail

Reit rally fizzles out

Long-suffering property investors can expect renewed pressure on dividends if rate cuts are pushed out

NATASHA MARRIAN: The province where the multiparty charter stands a chance

The fractious opposition alliance can forget about a national victory, but anything is possible in Gauteng

Foreign homebuyers bet on cheap rand

South Africa seen as a safe haven as wars rage abroad

How the ANC plans to win

Ramaphosa, still seen as the ruling party’s biggest asset, will make razzle-dazzle visits to heavily populated metros while other leaders are sent to ‘more far-flung’ but nevertheless important areas

On safari in the Karoo

The Samara Karoo Reserve is Big Five reserve without the traffic jams and tour buses. It’s a space of stillness, of big sky and endless horizon. But it’s by no means short of excitement

The 3D reset: decarbonisation, demographics and deglobalisation

How geopolitical trends influence offshore investment decisions

ANALYSE THIS: Ann Sebastian

We question Ann Sebastian, portfolio manager at Stanlib Index Investments

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ANALYSE THIS: Liberty’s Louis Theron

We analyse Louis Theron, head of investments and annuity products at Liberty

Money & Investing / Analyse This

ANALYSE THIS: Stanlib’s Johan Marnewick

We analyse Johan Marnewick head of credit alternatives at Stanlib

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ANALYSE THIS: Stanlib’s Joao Frasco

We analyse chief investment officer of Stanlib Multi-Manager Joao Frasco

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ANALYSE THIS: Victor Mphaphuli

We analyse Victor Mphaphuli, head of fixed income at Stanlib

Money & Investing / Analyse This

Cosatu’s R250bn gamble

We asked Cosatu parliamentary officer Matthew Parks whether the union federation has actually pitched the idea to the organisations that steward public ...

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ANALYSE THIS: Stanlib’s Marius Oberholzer

We analyse Marius Oberholzer, head of Absolute Return at Stanlib

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ANALYSE THIS: Nerina Visser

We analyse director at etfSA Nerina Visser

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RMH UNBUNDLING: Rupert’s Remgro rabbit

FirstRand’s unbundling is a game-changer for the stolid investment juggernaut

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ANALYSE THIS: Discovery Invest's Craig Sher

We analyse Craig Sher, GM of Discovery Invest

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ANALYSE THIS: Bravura’s Kemp Munnik

We analyse Kemp Munnik, head of structured solutions at Bravura

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ANALYSE THIS: Investec’s Unathi Loos

We analyse Unathi Loos, portfolio manager at Investec Asset Management

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ANALYSE THIS: Vestact’s Bright Khumalo

We analyse Bright Khumalo, portfolio manager at Vestact

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ANALYSE THIS: PSG Wealth’s Ricus Reeders

We analyse Ricus Reeders, portfolio manager at PSG Wealth Sandton

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ANALYSE THIS: 27four’s Claire Rentzke

We analyse Claire Rentzke, chief investment officer at 27four

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ANALYSE THIS: Mazi Capital’s Malungelo Zilimbola

We analyse CEO of Mazi Capital Malungelo Zilimbola

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ANALYSE THIS: Sasfin’s Nesan Nair

We analyse portfolio manager at Sasfin Securities Nesan Nair

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ANALYSE THIS: Sanlam Private Wealth’s Nick Kunze

We analyse portfolio manager at Sanlam Private Wealth Nick Kunze

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ANALYSE THIS: Deryck Janse van Rensburg

We analyse Deryck Janse van Rensburg, portfolio manager at Anchor Securities

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