Alexforbes Investments

At Alexforbes, our investment consulting solution is designed with your corporate needs in mind. Every piece of advice and implementation recommendation is built around your organisation’s unique objectives and constraints, ensuring solutions that are both efficient and cost-effective. Let us help you meet your investment goals with strategies that drive success and deliver value. https://bit.ly/38MQbm0

We’re proud of the progress made in ESG as most of our portfolios have outperformed their benchmarks with higher ratings. Instead of chasing absolute scores, we focus on continuous improvement and meaningful change, measuring progress relative to peers and staying ahead in the evolving ESG landscape 🌍 https://bit.ly/4d6CfzC

Wrapping up 2024 and ready for a positive 2025? Connect with us to develop investment strategies that drive success. Our proven processes help you navigate market shifts and achieve your organisation’s goals with confidence. 📈 Let’s make 2025 your best year yet! Learn more: https://bit.ly/38MQbm0

Climate change is a global challenge affecting every sector and region. This year, we launched our Climate Change Investment Policy to strengthen our commitment to responsible investing. The policy ensures transparency in integrating climate considerations, detailing our affiliations, stewardship progress, and risk management. Together, we protect your assets for the long term. Learn more: https://bit.ly/4d6CfzC

At Alexforbes, our investment consulting is centred on understanding your unique needs, risk tolerances, and constraints. Our risk-led approach ensures we tailor strategies that align with your goals while managing risks effectively for long-term success. Your financial future is thoughtfully managed with us. https://bit.ly/3OV7Mc1

As custodians of our clients’ assets, we commit to active stewardship and ESG integration, driving both financial and non-financial value. Here's how: 📌 Share voting: We vote on all shares and provide quarterly reports with reasoning. 📌 Transparency: Voting and engagement activities are reviewed and inform our investment decisions. 📌 Corporate engagement: We expect asset managers to engage on ESG issues with investee companies. 📌 Public policy: We work with regulatory bodies and shareholder organisations to advocate for our clients. Learn more: https://bit.ly/4d6CfzC

Locally, all eyes were on the budget. While there was hope for continued positive sentiment around the GNU, the headline numbers were a bit underwhelming. The Treasury played it safe, opting for a more conservative approach. Despite the disappointing headline numbers, debt stabilisation remains in sight. Want to dive deeper into the details? Listen to the full podcast here: https://bit.ly/3Z78yd9 and read the full report: https://bit.ly/4frevY1

Last month, the VIX surged, signaling increased investor unease across the markets. As concerns grew, equities sold off, and investors shifted towards safer assets like cash and fixed income. This trend was seen across both developed and emerging markets, highlighting a broad sense of caution in the investment landscape ahead of the all-important US election. If this topic piques your interest, listen here: https://bit.ly/3Z78yd9 and read the full report: https://bit.ly/4frevY1

Another month, another update! Mpho Molopyane and Mandisa Zavala are here with the latest review 🌍 From a macroeconomic perspective, we saw some positive data this month! The world economic outlook update showed growth projections that keep the soft landing scenario we've been anticipating in play. In the US, third-quarter growth numbers were strong, and inflation continued to decrease across most regions. However, core inflation remains a bit sticky. Listen to the full episode with Mpho and Mandisa here: https://bit.ly/3Z78yd9 and access the report here: https://bit.ly/4frevY1

When it comes to ESG investing, our approach goes beyond the surface. We assess asset managers with a dedicated ESG rating based on: 1️⃣ESG integration: Integration of ESG into their investment process 2️⃣ Engagements: Engagement and proxy voting policies and their results 3️⃣ Resources: Formal responsible investing policies 4️⃣ Firmwide commitment: Commitment to industry standards & transparency Learn more: https://bit.ly/3C14Usc