Nchaupe Khaole

Instant provides a comprehensive guide for businesses looking to navigate the shifting landscape of South Africa’s #CRE market and uncover new opportunities in outsourcing. Check it out now: https://lnkd.in/d6zDbx92

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Preanka Naidoo, Head: Corporate Solutions at Sanlam Investments Multi-Manager, shares her insights on the crucial role of ESG in Absolute Return funds. Preanka unpacks how ESG considerations align with the objectives of these funds, stating that, “Asset managers factor environmental, social and governance (ESG) considerations into their investment processes, either to benefit from a return-enhancing opportunity or to mitigate risks in their funds. Both return-enhancing opportunities and risk mitigation fulfil the mandate for Absolute Return funds by capturing the upside and minimising the downside.” Read the full article here: https://bit.ly/3ZUygCv #AbsoluteReturnFunds #ESG #Sustainability

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Access the most recent fund factsheet for a comprehensive analysis of the Sesfikile BCI Property Fund's performance, strategy, and mandate, along with insightful investment commentary for March 2024. Highlights for the month include; Listed property experienced a slight decline in March (-0.58%), underperforming equities (+3.2%) but outperforming bonds (-2.02%), as global bond yields rose amid concerns of prolonged higher rates. Bonds struggled after global bond yields rose as market participants feared that rates would stay “higher for longer” in the face of sticky inflation prints and a US economy that is showing little signs of slowing down. Shaftesbury emerged as the top performer (+15.9%), followed by Hammerson (+12.3%) and Attacq (+11.2%). Hyprop faced challenges (-6.4%) due to concerns about its primary tenant Pick 'n Pay and weakness in the Naira, resulting in postponed dividends and guidance downgrade, though the severity of Pick 'n Pay's impact is debatable. Despite pressure from higher interest rates affecting earnings growth, positive operating metrics were observed, such as improved office vacancy rates and retail rental reversions, suggesting a potential for earnings acceleration once interest rates begin to decline in the latter half of 2024. #sesfikile #sesfikilecapital #invest #investmentopportunities #reits #localinvesting

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ACOF Inaugural Interim Financials on the JSE Altvest Capital is proud to announce the inaugural release of the Altvest Credit Opportunities Fund (ACOF) Interim Financials, since listing on the JSE. This milestone reflects our commitment to transparency, growth, and impactful SME funding. The SENS announcement and the full Interim Financials are now available on the Altvest Capital website. The report highlights key achievements, including: • R256 million raised, with R150 million secured from institutional investors in the past six months. • A robust R593 million pipeline of high-quality opportunities. • Expanding revenue with R11.92 million in interest income. For more details, view the announcements here: • SENS Announcement: https://lnkd.in/dnD94XiF • Interim Financials: https://lnkd.in/dtvMsn9d • Impact Report: https://lnkd.in/dFBkRv_Y #AltvestCapital #ACOF #InterimFinancials #JSE #SMEFunding #ImpactInvesting

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Why Company registrations dropped by 67%! We reflect on the dramatic changes in South Africa’s economic landscape. This article dives into key economic trends and sector dynamics from 2023 and 2024, uncovering challenges and growth opportunities for businesses in this shifting climate. 👉 Read the full analysis: https://lnkd.in/dWWxAHgi #businesstrends #companyregistrations #cipc #economicinsights #southafricabusiness #entrepreneurship #compliance #bizcommunity

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Struggling with cash flow? 💸 Explore Sharesell’s Growth Capital options designed for small and medium businesses. 📈 Your journey to financial stability starts here. #GrowthCapital #BusinessFunding #SharesellAfrica

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Shari’ah investing has become increasingly popular over the past ten years, with the number of Shari’ah compliant funds available in South Africa almost doubling and five asset management companies entering the Shari’ah space for the first time. For more insights on Shari’ah investing and the Shari’ah compliant funds available on the Glacier platform, click here: https://lnkd.in/d2UuvFA3

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📢Attention Financial Planners📢 Discover the Power of Partnership with Private Clients by Old Mutual Wealth. In the face of a challenging economic landscape, Old Mutual Wealth’s Private Clients has emerged as a beacon of growth and stability. Despite a weak currency and subdued business activity in South Africa, Private Clients has achieved remarkable success in 2023. Why Private Clients?  Private Clients offers a unique blend of bespoke global wealth and investment solutions, meticulously crafted to meet the intricate needs of high-net-worth individuals (HNWI). Their approach is not transactional but transformational, fostering enduring partnerships with financial planners and their clients. Read more about how Private Clients can transform your practice and help you achieve unparalleled success on Blue Chip Digital here ⬇️ https://lnkd.in/dJPtD_be #PrivateClients #FinancialPlanning #InvestmentManagement #FiduciaryServices #Partnership #Premiumisation #CFPs #Financialplanners

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#ValueProposition IMG partners with independent investment management teams in South Africa by becoming strategic shareholders and assisting them in taking their businesses to the next level. We assist our affiliates address the challenges independent investment managers face by providing strategic support in specific areas. ~ IDENTIFY | PARTNER | GROW www.img.co.za . . . #IMG #InvestmentManagersGroup #AssetManagement #InvestmentManagement

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PM: SA #inflation-linked bonds may be ‘moving into the buy zone’. Sanlam Investments portfolio manager James Turp believes the performance history comparing #nominal and inflation-linked #bond indexes shows that nominal bonds have been the place to be, Justin Brown writes. Sanlam Investments #FixedIncome https://lnkd.in/dNQpCePP

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Listen now | In the latest episode, Tumisho Grater talks about South Africa’s Government of National Unity (GNU) and how it has sparked optimism in the market, driving a 3.5% surge at the JSE and with good performance from retailers and the financial sector. In the global market, tensions persist between China and the world, impacting European stocks and in the US, Nvidia’s AI-related surge led to a record high for the S&P 500. Tune in to the podcast for more market and economic insights. Listen to the full episode here: https://lnkd.in/etjM_dPj #NedgroupInvestments #InvestmentInsights #GovernmentofNationalUnity #SouthAfrica #LocalMarkets #GlobalMarkets #InvestmentOpportunities #EconomicOutlook

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Earlier in the year James Turp, Sanlam Investments, Sanveer Hariparsad, CFA, CAIA, Sentio Capital Management, and Jean-Pierre du Plessis, Methodical Investment Management (Pty) Ltd discussed the local #FixedIncome landscape👉 https://lnkd.in/drXeSnG4 Our panel of experts also looked at rate cuts from the Fed and how South Africa’s #Bonds compare to other #EmergingMarkets, and a market rally.

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Join the conversation and hear what Patrick Mathidi, Head of Multi-Asset Strategies at ALUWANI Capital Partners has to say on 'Where to for SA from here!' #assetmanager #investments #aluwanicapital #SA #multi-asset

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Grovest was proud to attend the GIB Group Investment Summit 2024, where we engaged in thought-provoking discussions on the future of investments, especially in the growing fields of alternative investments. Our Twelve B Green Energy Fund took centre stage, offering valuable insights into how investors can leverage tax incentives while contributing to a sustainable energy future. One moment that stood out to us was Malcolm Segal's passionate emphasis on the importance of continuous learning and keeping an open mind in today’s rapidly changing investment landscape. He reminded us all that the key to staying ahead in this fast-paced world is embracing change, exploring new opportunities, and remaining adaptable. This philosophy is crucial not only for successful investment strategies but also for driving innovation and growth. As we look to the future of sustainable investments, we believe that fostering a mindset of openness and adaptability is essential to unlocking new potential and creating lasting impact. #GIBInvest2024 #twelveb #GreenEnergy #Section12B #InvestmentOpportunities #SustainableInvestments #Innovation #ContinuousLearning #Grovest #pioneeringopportunity

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WEBINAR: Explore South Africa's first comprehensive benchmark for diversity, equity, and inclusion (DEI) in asset management. This session will feature: ✅ A detailed industry analysis ✅ Insights into top-ranking asset managers with leading DEI scores ✅ How this pioneering research is influencing asset allocation and investment strategies Join us to understand the trends driving change and shaping the future of the industry. Register now to secure your spot https://lnkd.in/geYrB6Ug #DEInvest #AssetManagement #Research Rory Ord Fatima Vawda

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Responsible Investment | Q3 2024 Performance Update Ashley Daswa unpacks exactly how our Smooth Bonus Portfolios exemplify how responsible investing can deliver stable financial returns while making a meaningful impact on society and the environment. At Sanlam, we are proud to lead the way in integrating sustainability into investment practices, empowering generations towards a financially secure and sustainable future. To view the video, click on the link below: https://lnkd.in/d5DtjFE7

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Sanlam Investments Multi-Manager Portfolio Manager, Sanan Pillay, FRM unpacks the evolution of Private Debt, tackling what has catalysed the recent boom in this space and where we can expect it to go in future. Sanan states that “globally, private credit has seen explosive growth to over US$1 trillion in outstanding allocations and while South Africa may lag developed markets at present, the opportunity is immense”. Read the full article here: https://bit.ly/3Jl11yO #PrivateDebt #PrivateCredit     

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Watch now | As preparations for the South African national elections escalate, our Flagship Fund Range stands at a pivotal point, balancing risks and opportunities amid political and economic flux. Gain exclusive market insights from the portfolio managers of the Nedgroup Investments Flagship Fund Range as they share their perspectives on navigating political uncertainty in the investment landscape. From risk management to strategic diversification, discover how we are charting a course for resilience and long-term value creation. Watch the full video now: https://ow.ly/9un850RQvCx The Nedgroup Investments Flagship Fund Range consists of five multi-asset funds that are suitable for investors across all risk profiles and managed by our Best of Breed™ asset manager partners: Abax Investments, Aylett & Co. Fund Managers, Foord Asset Management and Truffle Asset Management. To learn more about our Flagship Fund Range, visit: https://ow.ly/PjVL50RQvCw #NedgroupInvestments #NationalElections2024 #InvestmentsInsights #FlagshipFundRange #MultiAssetInvesting #BestofBreed™ #InvestmentPortfolio

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