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 […]

Camissa explains its SA equity underperformance – Citywire

Camissa’s philosophy is that share prices overreact to the downside and give investors buying opportunities. A key reason the R678m Camissa SA Equity fund has underperformed since its inception in September 2022 is because of its exposure to troubled companies. Insights provided during recent webinar by Gavin Wood – CIO for Camissa Asset Management. view […]

Few jingling tills this year, say analysts – The Sunday Times

Retail, which had a tough year navigating load-shedding and a weak macroeconomic environment that hit consumers’ disposable income, could be in for another difficult year as analysts flag risks to growth. Article by Thabiso Mochiko with commentary from Mohamed Mitha – investment analyst for Camissa Asset Management. view article

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