Investments / General

Morningstar South Africa ratings analysis

Don’t let geopolitics blind you to the investment opportunities

The world may appear fraught with geopolitical risk, but such perceptions cloud the vision of many investors who ignore the rich potential thrown up by the seeming disorder. Former White House adviser Philippa Malmgren, at present consulting to the British government, said a focus on quantitative analysis blinded asset managers to technological innovation taking place in the “real” global economy.

Invest 100% of surplus assets offshore says Stonehage Fleming

Independent international family office; Stonehage Fleming South Africa has said that wealthy South African investors should look to invest 100% of their long-term surplus assets offshore. Surplus assets need to be defined for each individual or family, taking into account their total wealth and their unique long-term strategy and risks.

Emerging market opportunities: Turning chaos into profits

South Africa’s economy continues to struggle and faces significant headwinds in the immediate future. This despite a very supportive global environment and some improvements locally, such as a somewhat better growth picture and the support of lower inflation and interest rates. Unfortunately, medium to longer term growth prospects are not promising – and might actually be labelled dismal – in the absence of political certainty and meaningful economic reform, according to Old Mutual Investment Group Head of Economic Research, Johann Els.