Investments

The great debate: Private capital isn’t one asset class – or is it?

As private markets deepen in South Africa, capital allocators are increasingly consolidating mandates and seeking one-stop-shop managers, but this shift is raising concerns.

Continued war effort impacts US equity and dollar allocation for investors

It is hard to have strong conviction in the fog of war. While most will tell you to look through geopolitical events, the spike in the oil price and the energy supply constraints will have an impact on the economy and thus asset prices.

How Ashburton’s Targeted Return Fund delivers on capital preservation in volatile times

One of Ashburton Investments’ key multi-asset funds, the Targeted Return Fund, delivered a robust 12-month return of 22.58%, outperforming its CPI + 3.5% benchmark by 15.59%, on the back of strong performance over the past three and five years.

Fighting the next war