Raging Bull Awards: all the nominated funds – IOL
The annual Raging Bull Awards ceremony, a highlight on the South African investment industry calendar, recognises the top-performing actively managed unit trust funds and their managers. This year’s event, hosted by Personal Finance and sponsored by Investment Fund Africa and the JSE, will be held at the Cape Town International Convention Centre on Tuesday, January […]
SA beleggers kry darem troos in 2019 ná maer jare – Rapport
Suid-Afrikaanse beleggers het nie so ‘n rampspoedige 2019 gehad soos wat ekonomiese hoofopskrifte dit will hê nie. Trouens, alle hoofstrrom-bateklasse behalwe plaas genoteerde eiendom het inflasie geklop. view article
RMB Holdings’ unbundling met positively – Moneyweb
The announcement by RMB Holdings (RMH) that it intends unbundling its 34.1% stake in FirstRand has been largely welcomed by local asset managers. The holding company notified the market on Tuesday that it intends distributing this stake to shareholders at some point next year. Patrick Cairns reports with commentary by Meyrick Barker, investment analyst for […]
Tributes for a pioneer – Moneyweb
Of all the words that could be used to describe Allan Gray, the founder of the firm that carries his name, perhaps the most apt is ‘enigmatic’. “He would sometimes remind me of some earnings numbers of valuation metrics I quoted in our discussions from a few years before – in many cases after I […]
All eyes on Kagiso Asset Management – Business Live
Kagiso Asset Management must surely now be the go-to BEE asset manager for equity and balanced portfolios – Stephen Cranston reports. view article
What are sharia-compliant investments and how should I save for a rainy day – Business Day
Requirements are underpinned by Islam’s prohibition on charging interest and the avoidance of companies that are deemed to cause social harm, for example gambling, alcohol and weapons manufacturing. Money reporter comments with input from Abdulazeez Davids, portfolio manager at Kagiso Asset Management. view article
Delta sees good traction with state tenants lease renewals – Business Day
Investors in South Africa probably feel that they already have plenty to worry about. Low market returns, a struggling economy and ongoing political uncertainty make this a tricky environment. Patrick Cairns reports following talk by Gavin Wood (chief investment officer at Kagiso Asset Management) presented at ‘Meet the Managers’, Cape Town. view article
Bruised – but ignore the noise – Financial Mail
Investors in South Africa probably feel that they already have plenty to worry about. Low market returns, a struggling economy and ongoing political uncertainty make this a tricky environment. Patrick Cairns reports following talk by Gavin Wood (chief investment officer at Kagiso Asset Management) presented at ‘Meet the Managers’, Cape Town. view article
Six trends investors should watch – Moneyweb
Investors in South Africa probably feel that they already have plenty to worry about. Low market returns, a struggling economy and ongoing political uncertainty make this a tricky environment. Patrick Cairns reports following talk by Gavin Wood (chief investment officer at Kagiso Asset Management) presented at ‘Meet the Managers’, Cape Town. view article
Kagiso Stable Fund a good option for risk-averse investors – Sowetan Live
The mining company, whose primary source of revenue is a 20.5% stake in a chrome joint venture with globally diversified miner and commodity trader Glencore, reported profit of R165m for the six months to end-June, compared with a profit of R425m the year before. Article by Allan Seccombe with comment from Mandi Dungwa – portfolio […]