Investments / General

Private investment will be key to delivering South Africa’s trillion-rand infrastructure package

How fixed income investors should manage downside risks while targeting high real yields

While 2025 looks set to be quite eventful, the promising news for South African investors is that local fixed income markets seem poised to deliver another year of good real returns.

Understanding the J-Curve and measuring returns in private markets

Private market funds generate distinct cashflow and returns profiles compared to public market peers. We break down the key terms of which you need to be aware.

Forecasting has always been hard - but with Trump it’s almost impossible

Why decoding macro factors and recoding the way we approach investing is key