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PPS Investments view on portfolio positioning amidst uncertainty in SA reform agenda

15 December 2022 | Economy

Events of the past few days have reminded South Africans how dependent we are on the reform agenda of the ruling party, and how financial markets do not like political uncertainty. While our base view is that the muddle-through scenario is still the most probable, there is clearly the possibility that the reform agenda is reversed, or even (and we think this is less likely) an emboldened Ramaphosa finally implements decisive reform.

Economic risks heading into 2023

15 December 2022 | Economy

While markets got swept up by the holiday spirit, central banks continued to aggressively raise interest rates globally. During November we saw another sobering set of 75 basis point interest rate increases in South Africa, the US, Europe, as well as the UK.

Looking for a new ‘bargain’? Why a new mindset is non-negotiable in 2023

14 December 2022 | General

As we wind up 2022, it is natural to reflect on yet another tough year in the markets and to start planning for the one that lies ahead. We believe there is one crucial ingredient investors will need to ensure investment success in the new year: a fresh mindset.

Asset managers vs. investment platforms: what do they mean for your investments?

14 December 2022 | General

An investment platform serves as a mid-office between an investor, a financial intermediary and an asset manager. While the asset manager manages investors’ money, they each have very specific functions.

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How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?

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Automating admin, not advice Being selective about tech adoption Human only in the last mile Tech to scale, people for trust

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