Star selector: Marcus Rautenbach

City Wire speaks to Marcus Rautenbach, principal investment consultant at Simeka Consultants & Actuaries. Questions cover amongst other related issues high interest rates and sticky inflation which will remain big themes for the end of 2023 and into 2024. 3.5min read

‘A pretty miserable year’, but bonds could be set for a better 2024

By the start of February this year, South African 10-year bonds (R2032) had rallied to a yield of 10.15%. In the volatile months that followed, they have never made it back to that territory.

For Sanlam Investments portfolio manager James Turp, this is indicative of how investors entered the year optimistic that the US Fed was set to pivot and have been disappointed ever since.

Great overview of the year for SA Bonds and what to expect in the new year. 4.5min read

Schroders Global Investor Study 2023

Schroders’ flagship study which has surveyed over 23,000 wealth investors who invest from 33 locations globally – including 400 South Africans, has identified that almost 80% of investors now believe that we have entered a new era of policy and market behaviour as a result of higher inflation and interest rates.

Discover why SA investors are still optimistic. Gain access to the study here. 5min read.

Biggest Polluting Firms Failing on Short-Term Emissions Goals: Investor Pressure Group

Fewer than one in five of the world’s biggest polluting companies have short-term emissions reductions targets in line with keeping global temperature rises below 1.5 degrees Celsius, an investor pressure group said on Wednesday.

Frightening 2min read.

Foord: China could become world’s top-performing stock market

China could be the top-performing stock market in the world in 2024 – something considered to be the ‘most likely surprise’ by viewers of the Foord ‘What’s in Store’ webinar.

The share of the world’s middle class in the Asia Pacific region is seeing an increase that is projected to reach 66% by 2030 – up from 28% in 2009 – with China expected to be the main growth engine for this increase, said Brian Arcese, portfolio manager in Foord’s Singapore office.

A surprise indeed! 3min read