Tag: Kondi Nkosi

Private markets are less liquid than public markets. Locking up funds for a significant period is unfamiliar to many private investors. Regulators worldwide are concerned about risks associated with private assets during market stress. A key regulatory focus is on liquidity mismatches in open-ended funds investing in illiquid assets. These mismatches occur when funds allow excessive flexibility on redemptions.

Climate change poses risks to economies, companies, and investments. It is an important focus for us as active owners of assets on behalf of our clients. Many companies are carefully considering their exposure to climate risk and outlining their decarbonisation ambitions. What role can active ownership play in this, while also protecting and enhancing the value of investments?

Decarbonisation, demographics and deglobalisation (3Ds) are changing the investing landscape and presenting investors with a new set of investment opportunities.

Should you believe in the Santa Rally theory, which suggests that stocks rise in the last days of the year? What does data from the last 94 years tell us? Investors found their festive spirits in 2020 despite a raging pandemic.

Investors need to consider cyber preparedness in their investment decisions. Today, 100% of companies rely on the internet to operate, compared to the one-in-four 10 years ago, according to a study from Accenture.

Investing is a personal choice and a number of influences will hold sway over where people put their money. A personal value system is one such influence and, for most South Africans, this appears to be non-negotiable. This is according to our recently released Global Investor Study 2020, an annual survey that canvassed the views of more than 23,000 wealth investors from 32 locations around the world

As if the threat of a large-scale outbreak of an infectious disease isn’t enough to worry about, coronavirus has financial implications too. You might have read about the virtual shutdown of industries in some parts of the world and large falls in global stock markets and in the price of commodities such as oil.