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Pension funds ideal for long-term investment into infrastructure

18 February 2014 | General

Attention is being drawn to the pension fund and insurance sectors as a way of mobilising funds for long-term investment into infrastructure.

A Stock-Picker’s Market Emerging in 2014

17 February 2014 | General

Selloffs can be sudden and scary, especially when they seem to come from out of the blue. Such has been the case with the bout of volatility in global equity markets that followed Argentina’s surprise devaluation of its currency, combined with longer-term investor worries about China’s growth and the impact of a shift in US monetary policy.

Case for Africa

13 February 2014 | General

Africa as an investment destination has been receiving a lot of attention in the popular press as international investors are increasingly scanning the globe in search of yield. The presence of more accommodative monetary policies globally has resulted in large amounts of liquidity in global financial markets. In the current low interest rate environment in developed markets, investors are more and more forced into a risk-on mind-set in order to generate decent real returns. This is where Africa with its higher economic growth and the potential for higher investment returns has captured the attention of money managers. There are a number of major trends that have resulted in making an allocation to Africa an attractive option.

Getting Comfortable With Volatility

13 February 2014 | General

Over the past few weeks, we’ve seen significant volatility in the markets, which has spooked some investors, but is also something we have become accustomed to. Markets generally (not only emerging markets) have become much more volatile during the last 20 years as a result of massive flows of money from not only institutional investors and long-only mutual funds but also hedge funds and high-frequency trading. We see such selloffs as potential opportunities to pick up bargains in select stocks if, in fact, the prices move low enough to draw our interest. We have found, however, that these kinds of fluctuations have, in the past, been generally short lived.

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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