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PPS Investment Perspectives – Economic performance in Q1 2024

PPS Investment Perspectives – Economic performance in Q1 2024

29 April 2024 | Economy

The diversion between local and global returns experienced in 2023 continued into the first quarter of 2024 and was further enhanced with rand depreciation against the US dollar.

A tough economy does not necessarily equal poor investment returns

A tough economy does not necessarily equal poor investment returns

29 April 2024 | General

We find that many investors conflate the issue of the prevailing economic environment with that of stock market returns.

Active management in the 3rd evolutionary phase of emerging markets

Active management in the 3rd evolutionary phase of emerging markets

29 April 2024 | General

Active management is still being touted as the best way for local investors to avail of market themes whether they want exposure to developed markets (DM), emerging markets (EM) or technology. The ‘active is best’ mantra was a feature of the 2024 Sanlam International Summit, held in Cape Town, Durban, George, Johannesburg and Pretoria recently … as was the promise that investors had not yet missed the return opportunities in the artificial intelligence (AI) trend.

Commentary on BHP proposed takeover of Anglo American

Commentary on BHP proposed takeover of Anglo American

26 April 2024 | General

“As widely reported, BHP Group (US$150bn market cap) has made an all share offer for peer, Anglo American (US$36bn market cap). Generally, when such mega-deals are announced, it is unlikely that everyone benefits. However, this time may be different.

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Investors set sights on Hybrid Equity to deliver consistent returns

Investors set sights on Hybrid Equity to deliver consistent returns

25 April 2024 | General
The delicate dance between caution and optimism

The delicate dance between caution and optimism

25 April 2024 | General
Sticky inflation brings Fed rate cuts into question

Sticky inflation brings Fed rate cuts into question

24 April 2024 | General
Fedgroup launches an industry-first investment product

Fedgroup launches an industry-first investment product

24 April 2024 | General
Does the JSE still offer long-term value?

Does the JSE still offer long-term value?

23 April 2024 | General
Even Warren Buffet is sitting on piles of cash – but what are the risks?

Even Warren Buffet is sitting on piles of cash – but what are the risks?

23 April 2024 | General
High-water marks

High-water marks

22 April 2024 | General
The problem with probate

The problem with probate

22 April 2024 | General