Investments

Inflation dominates the onshore, offshore equity debate…

The decision to remain ‘long’ global and offshore equities, and the specific sectors and shares you should be choosing, could be functions of your view on US inflation. As 2021 draws to a close, asset managers seem to be in one of two camps, with some seeing inflation as a genuine systemic problem, and others arguing that it will prove transient… “US Inflation might endure for a bit longer due to supply chain issues such as the well-documented computer chip shortage; but ultimately, it will not be a problem,” said Chris Freund, co-manager at Ninety One Equity Fund, during a panel debate at the 2021 Morningstar Investment Conference.

Momentum Investments expands offshore investment offering with the launch of two new global equity funds

Institutional capital needed to grow SA venture capital sector

A holistic approach to shifting to renewables makes a compelling investment case

Increased climate risk awareness, some standardisation in the rating of environmental metrics, and the large inflows of capital into environmentally sustainable investments have thrust environmental concerns to the forefront of listed companies and shareholder agendas, says Old Mutual Wealth Private Client Securities Senior Research Analyst Victor Mupunga.