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The rise of private markets, how and why asset management is changing

06 September 2018 | General

It is incredible how the vocabulary of the asset management industry has changed in the last few years. “Alternatives” has become an almost overused word for an asset class that is an increasingly prominent and often critical component of the portfolios of many sophisticated investors. There is also no agreement on what it fully includes. Everything from some structured products, hedge funds to leveraged private equity buyouts has found space within this word. Similarly, private equity is no longer always private nor necessarily equity. And then there are ambiguous terms, such as “real assets”, which now encompass everything from affordable housing, toll roads, renewable energy projects to commercial real estate.

Investing in health and technology stocks pays dividends for Stonehage Fleming’s flagship fund as it passes its 5th anniversary

05 September 2018 | General

Following the fifth anniversary of the launch of the Stonehage Fleming Global Best Ideas Equity Fund in August, its manager Gerrit Smit continues to see opportunities in global businesses, especially in the health and technology sectors.

As if a recession is not bad enough, low growth lies ahead

05 September 2018 | Economy

Not only has South Africa entered a technical recession (two consecutive quarters of negative GDP), future growth expectations are now likely to be revised down.

Where to invest in uncertain times - why offshore diversification can be good

04 September 2018 | General

Globalisation and the information age have made the world a much more fluid arena from an investment perspective. And with political uncertainty diminishing the certainty of good returns on the back of synchronised global growth, the case for geographic diversification has seldom been stronger. Country specific risks are reflected in all asset prices and the only way to reduce the risks rooted in any one market is to look elsewhere.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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