Raging Bull Awards: recognising top asset managers over 5 years – IOL

The past five years have seen various funds and managers come to the fore in the annual Raging Bull Awards, which recognise outstanding performance by asset managers offering unit trust funds to retail investors. While large established firms such as Ninety One (previously Investec Asset Management) and PSG featured strongly, smaller, so-called “boutique” managers stole […]

Shoprite reviews its operations outside SA – The Sunday Times

After disposing of its furniture business, Shoprite is reviewing more operations, especially in Ghana, which is facing hyperinflation that is having an effect on earnings. The group operates in 10 countries outside South Africa including the Democratic Republic of Congo and Angola, with a total of 266 stores. With comment from Mohamed Mitha – investment […]

Turn in production fortunes boosts Sasol shares – News24

A production and sales update helped push Sasol share price up 6% on Monday as the group’s numbers surprised on the upside, pointing to a turnaround in fortunes under the new CEO. With insights by Abdul Davids – head of research for Camissa Asset Management. view article

What is the point of wealth in a broken world – Money Marketing

It’s not a simple case of choosing between purpose and profit for asset allocators, many of whom are taking a more nuanced view as they engage with issues rather than avoiding them by disinvesting. Investors are increasingly applying non-financial factors related to Environmental, Social and Governance (ESG) issues to identify material risks and growth opportunities. […]

How a rattled SA became Anglo’s best defence against BHP bid – BizNews

In a dramatic corporate standoff, Anglo American successfully thwarted BHP’s $49 billion takeover bid by rallying around its deep-rooted legacy in South Africa. With over 20% of its shares held locally, Anglo leveraged its national significance and employed a strategic defence led by CEO Duncan Wanblad. With comment from Mandi Dungwa – portfolio manager for […]

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