RFG expects better after bumper harvest and easing of restrictions – Business Day

RFG Holdings, whose products include Bull Brand corned beef, Hinds spices and Bisto gravies, says it is optimistic about healthy local and international demand for its products in coming months amid rising fruit juice and pie sales. Article by Karl Gernetzky with commentary from Dirk van Vlaanderen – portfolio manager for Kagiso Asset Management. view […]

MTN Zakhele Futhi gets R75m injection – IOL

MTN ZAKHELE Futhi, the mobile operator’s special purpose empowerment vehicle, has received a further R75 million to lessen the blow from MTN Group’s decision to withhold the final dividend for the year to the end of December 2020. Article by Dineo Faku with commentary by Abdul Davids – head of research for Kagiso Asset Management. […]

In need of a shake up – Financial Mail

The asset management landscape is still changing, but at a glacial pace. According to Alexander Forbes’s annual retirement survey, there were no changes in 2020 to the composition of its most popular survey, the “Large Manager Watch” (LMW) — it remains the playground of the Allan Grays and Coronations of the world. Written by Stephen […]

The time has come to say goodbye to the FTSE/JSE Gold Mining Index – IOL

THE JSE TERMINATED the FTSE/JSE Gold Mining Index in line with its move to international standards of classification as South African stocks delivered another quarter of double-digit growth in the first quarter of 2021. Article by Dineo Faku with commentary from Abdul Davids – head of research for Kagiso Asset Management. view article

Morningstar announces 2021 SA Fund Award winners – Moneyweb

Absa, Satrix and Kagiso Asset Management lead the pack. Independent investment research company Morningstar Research South Africa, a subsidiary of Morningstar, has named the winners of its 2021 South Africa Fund Awards. Absa won two awards – for the Best Bond Fund as well as Best Cautious Allocation Fund. Satrix scooped Best Fund House: Larger […]

Standard Bank resumes dividends despite earnings decline – Daily Maverick

Standard Bank has reinstated its dividend despite a sharp fall in full-year profit as Covid-19 placed strain on its customers, resulting in significantly higher credit impairments. Article by Stephen Gunnion with comment from Meyrick Barker – investment analyst at Kagiso Asset Management. view article

Did Sasol sell its potential for growth? – The Sunday Times

Sasol, which flirted with disaster in March last year when its share price went into free-fall amid a global oil price collapse and concerns about spiralling debt, is back in calmer waters. Article by Nick Wilson with comment from Abdul Davids – portfolio manager at Kagiso Asset Management. view article

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