Investment insights

Trump's big comeback: An analysis of the United States presidential election

In this video, the economic research desk offers an in-depth analysis of the United States (US) presidential election held on 5 November 2024.

Quarterly economic lens | October 2024

Tshiamo Masike, economic analyst at Momentum Investments and Sanisha Packirisamy, chief economist at Momentum Investments, discuss the economic events of the past quarter and what they expect for the quarters ahead.

Exploring the outcomes of the national elections on the South African economy

We explore the outcomes of the national elections on the South African economy.

Economic insights: Unpacking SA's budget

Sanisha Packirisamy gives her view on the effects of SA’s national budget.

Asset class insights: Unpacking SA's budget

Herman van Papendorp analyses SA’s national budget on asset classes.

Fixed income insights: Unpacking SA's budget

Ian Scott talks about the effects of SA’s national budget on fixed income.

Portfolio construction, Regulation 28 & offshore investing - Part 2

Florbela Yates, head of Equilibrium & portfolio manager Dean de Sousa, discusses global inflation's effects on investment markets and how this affects how portfolios are constructed.

Portfolio construction, Regulation 28 & offshore investing - Part 1

Florbela Yates, head of Equilibrium & portfolio manager, Dean de Sousa, discuss portfolio construction considerations and when to consider active, passive or systematic strategies.

Is SA Property a dead asset class?

Florbela Yates, Head of Equilibrium, and Thami Khoza, Portfolio Manager of Equilibrium, talk about the role of SA property in a multi-asset portfolio.

Practical considerations the adviser should think of when investing offshore (Part 2)

Florbela Yates, head of Equilibrium, and Dean De Sousa, FASSA, portfolio manager, discuss the practical considerations a financial adviser should think of when investing offshore in part two of our two-part series about offshore investing.