Investment Moments

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.

Decoding the intricacies of fixed income (Part 2)

In Part 2, Keagan Dodo, provides an understanding of credit within the fixed income or unit trust landscape, as well as the impact of interest rate changes on credit instruments.

Decoding the intricacies of fixed income (Part 1)

Keagan Dodo, portfolio manager for the Momentum Investment Fixed Income team differentiates between investing SA’s retail savings bonds vs investing in a fixed income unit trust.

How a DFM can help you navigate volatile markets

Florbela Yates, Head of Equilibrium and Methula Sikakana, Business Development Manager at Equilibrium, discuss market risks and opportunities and how a discretionary fund manager can help you navigate daily challenges.