‘We will see far more dispersion’: Asset allocators reflect on Reg 28 changes – Citywire
In the next installment in our series of short videos on asset allocation, we ask to what extent the higher offshore limit increases the risks of making bad decisions – for both fund managers and fund selectors. Written by Patrick Cairns, with comment from Abdul Davids – head of research for Camissa Asset Management. view […]
The raging battle for Royal Bafokeng Platinum – The Sunday Times
The battle for Royal Bafokeng Platinum (RBPlat) intensified this week when Northam made a R50bn offer to buy out minority shareholders, raising the stakes just as the Competition Tribunal was about to announce its decision on Impala’s bid for the same target. Article by Dineo Faku, with comment from Mandi Dungwa – portfolio manager for […]
Gold Fields: Yamana takeover battle brews as rivals make $4.8bn bid – Moneyweb
The deal is key to Gold Fields’ expansion in the Americas. Yamana Gold is at the centre of a takeover battle after two Canadian mining companies teamed up on an unsolicited $4.8 billion offer to break up an earlier merger agreement with South Africa’s Gold Fields. Pan American Silver and Agnico Eagle Mines announced Friday […]
