Investors should look ahead and realise that domestic property, compared to other asset classes, might not be as bad as previously thought: Evan Robins, listed Property Portfolio Manager – Old Mutual Investment Group.
‘We are moving ahead, and we believe this is a great opportunity for investors to have a look at. We know that there is value for public-private partnerships,’ says Luvoyo Bangazi, corporate services executive at Mandela Bay Development Agency.
The crisis of the 1970s was one of three systemic crises of the 20th century and termed a crisis of industrial society; the current crisis is a crisis of global integration: Ninety One strategist Sahil Mahtani.
The list of important considerations when investing offshore doesn’t stop at what is most efficient from a risk-reward perspective. The decision is far more complex than that – Adriaan Pask, PSG Wealth.
Peregrine investment analyst Nathi Msimango posits that electricity shortages ‘will moderate significantly’ over the next 12 months, and that, by the time elections come through, the ANC will have a higher chance of maintaining its position.
Take a mix of investments where you are getting reasonably predictable resilient income and you're not overpaying for it, reckons John Stopford from Ninety One.
30 Aug 2023
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