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Market Insight - Spring 2019

Globally

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Why South African retirement funds should allocate to private equity

This article is the last in a series of seven exploring private equity investment, and serves as a summary / conclusion.

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Africa versus the world

This article is the sixth in a series of seven, exploring private equity investment.

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Challenges of and potential solutions for investing in private equity

This article is the fifth in a series of seven, exploring private equity investment. It considers the traditional challenges of investing in private equity and suggests potential solutions. In this article, “P” refers to the “Problem” and “S” refers to the potential “Solution”.

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Social benefits and diversification benefits of investing in private equity

This article is the fourth in a series of seven, exploring private equity investment. It will focus on the social and diversification benefits of investing in private equity (points B, C and D in the list below).

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Private equity investment gives better expected returns than traditional strategies

This article is the third in a series of seven, exploring private equity investment. It focuses on the return benefits of investing in private equity (only point A in the list below). Points B, C and D will be discussed in the next article.

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Private equity and structural changes to investment markets

This article is the second in a series of seven exploring private equity investment, and it focuses on the “lower for longer” returns expectation from traditional asset classes, as well as some fundamental shifts in those markets.

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Should retirement funds allocate capital to private equity?

This article is the first in a series of seven, exploring private equity investment.

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South Africa’s Credit Rating: Reprieve or Relief?

The classic disclaimer that past performance (or even a lack thereof) does not guarantee future success (or lacklustre returns), now holds true as much as in the past. This means that past averages cannot be expected to predict with great conviction certain outcomes. However, this article expresses our view of what the recent credit rating (non-)event means to our portfolios. In short, it is our opinion that recent below average performance might not be expected in the next business cycle. Although we briefly introduce our views on other macro risks such as an expected synchronised slowdown in global developed economies and potential recessions, this article will focus on credit ratings applicable to South African bonds.

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Unpacking Regulation 39 - Annuitisation strategy

Regulation 39 compels all retirement funds to provide members with an annuity (pension) strategy with various annuity options, either in-fund or out-of-fund. This strategy can take the form of a guaranteed (life) and/or a living annuity or a combination of both.

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