Yuresh Maharaj’s Post

Good Morning Atmosphere Community, Here are insights into: South Africa's R81 billion investment outflow. In the first half of 2024, foreign investors sold off R81 billion in South African equities, reflecting a continued preference for other emerging markets. Despite a peaceful election and a new market-friendly government, capital continues to flow out of local assets. However, local bonds are attracting significant inflows, with foreign ownership of government bonds rising due to increased optimism in the country's financial management. Read the full article: https://lnkd.in/ebupXfST #InvestmentOutflows #SouthAfricaEconomy #EmergingMarkets #ForeignInvestment #JSE

Ci Diversified Income Fund June 2024 Update 📈 The Ci Diversified Income Fund continues to outperform with a stellar 9.95% return over the last 12 months, surpassing the cash benchmark index at 8.50%. 🏆🚀 With a current yield of 9.93%, TIC at 0.21%, and a duration of 0.95 years, it's a great time to invest! 💰🔒 Key Drivers of Success: - Positive market response to South Africa's Government of National Unity. - Strengthened ZAR boosting local equities. - Anticipated major fuel price decreases improving inflation outlook. #Investment #Finance #HighYield #CapitalPreservation #SouthAfrica #MarketUpdate #InvestmentFund #IncomeFund #FinancialGrowth #LowRisk #InvestorSuccess 🌟💼📊

The illiquidity of private markets gives rise to the concept of an ‘illiquidity premium’. This can be achieved through the allocation of assets to private market investments. South Africa has generally lagged its global counterparts in terms of private market exposure. With the recent changes to regulations, these types of assets should gain significant traction in the future. Private Equity continues to dominate the discussions around investment strategy design in the DC space, but what about Private Debt? Allocating to Private Debt within a broader asset allocation framework provides several advantages. These include the potential for additional yield, enhanced diversification, floating rate advantages, Inflation protection, various ESG benefits, greater transparency and flexibility and protection against rising interest rates. Investors in Private Debt generally receive a yield premium over traditional fixed income and provides an effective way of diversifying from listed bonds and growth assets. In an era where market fluctuations can significantly impact returns, Private Debt can offer a more stable and predictable income stream. Please feel free to reach out to me or another member of the team to find out more about what Sasfin Asset Consulting is doing in this space. #DC #Private Debt #Investment Strategy #Private Markets

Important point from Dr. Hubert Danso, chairman and CEO of Africa investor, chair, CFA Asset Owners Council and co-chair SMI Africa Council, on data transparency. Also applies to data collected on biodiversity and climate risks. Necessary for meeting disclosure requirements - yet often seen as difficult and/or costly to access. Those institutions that have already collected useful data should make it available to help create an even playing field for others seeking to invest in or manage assets sustainably in an area.

Good day colleagues! I have completed my article on Sovereign wealth funds. It cuts across jurisdictions in a bid to outline the various legal and institutional frameworks that underpin wealth funds. A copy of the document can be read here and on my blog https://lnkd.in/dHxni3BR One common thread can be seen: a nation can only make best use of a wealth fund through careful crafting, effective management and accountable use of resources. International best practices need to be observed in order to boost confidence and attractiveness of a wealth fund. The Generally Accepted Principles and Practices (GAPP) of Sovereign Wealth Funds, also dubbed Santiago Principles, though subject to domestic laws, are the benchmark used in the Sovereign wealth fund world. As Zimbabwe launches its own Mutapa Investment Fund, it is critical for policy makers and stakeholders to familiarise themselves with the benchmarks and self-assessment procedures that the International Monetary Fund prioritises through the IFSWF (International Forum of Sovereign Wealth Funds). Happy reading!

🌍 Unlocking Global Opportunities: Why 'Bespoke' Offshore Investing Matters for Africans Living in Africa shouldn't limit your investment horizons. Embracing bespoke offshore investing can open a world of opportunities for savvy investors looking to diversify their portfolios and access international markets. 1. Diversification and Risk Management: Offshore investing allows you to spread your risk across different asset classes, currencies, and geographical regions, reducing the impact of market downturns in any one area. 2. Access to Global Markets: Investing offshore gives you access to a broader range of investment options, including stocks, bonds, and real estate in markets with potentially higher returns than those available locally. 3. Currency Diversification: Holding investments in different currencies can protect your wealth against depreciation in your home currency, providing a hedge against economic volatility. 4. Tailored Solutions: 'Bespoke' offshore investing offers tailored solutions to meet individual investment goals and risk tolerances, providing a personalized approach to wealth management. 5. Potential Tax Benefits: Depending on your country of residence and the structure of your investments, offshore investing can offer tax advantages, such as lower tax rates or deferral of taxes on investment gains. In conclusion, embracing bespoke offshore investing can be a strategic move for Africans seeking to grow and protect their wealth in an increasingly interconnected global economy. It's about making informed decisions that align with your financial goals and aspirations. Are you ready to explore the world of bespoke offshore investing? DM me for more details, or to schedule a meeting with our Wealth Managers. #OffshoreInvesting #WealthManagement #GlobalOpportunities #FinancialFreedom #AFG #AtlasFinancialGroup #Kenya #Africa David Budd Olaf Schroder Natasha Clatworthy

From Investment IQ. Emerging market sovereigns that have restructured their debt present a new set of opportunities for fixed income investors. Countries like Zambia, Ghana, and Sri Lanka have posted strong returns following recent restructurings, with innovative bond features tied to economic performance. Vanguard 🔗 Read the full article on Investment IQ: https://incm.pub/4fK4tkW #investing #assetmanagement #wealthmanagement #finance

Post-Election Investment Strategy: The Power of Diversification In financial markets, there are some years investors would prefer to forget, like 2008 and 2020 (a bit like Harry Potter’s nemesis, ‘He who should not be named’). The 2008 Financial Crisis and the onset of Covid19 were Black Swan events that stress tested investment strategies and portfolios on a global scale. The lesson learnt was that diversified portfolios emerged stronger. Locally, the past week has been a nail-biting time for South African investors with post-election uncertainty. We're seeing green shoots through with the latest news that the ANC seeks a government of national unity to safeguard stability and inclusive economic growth. At this watershed moment, we'd like to remind you that TBI can guide you through turbulent times with better after-tax solutions like the Sanlam Alternative Income Fund (SAIF) and Sanlam Diversified Income Fund of Funds (SDIFOF). Trust in our expertise and the power of diversification, and join us as we remain optimistic and committed to our country’s future and to securing your financial goals. #InvestSmart #Diversification #TBIStrategy #SustainableInvesting #SouthAfrica #BlackSwans

🌱 Green transition is one of the biggest opportunities and challenges that microfinance is currently facing. The role of financial institutions is pivotal to facilitating such a process. Tomorrow, together with Wolfgang Spiess-Knafl, we will take on how financial service providers are contributing to this change. Share your ideas and thoughts with us, and join us at 👉https://lnkd.in/dvX-uCwF. Social Inclusive Finance Technical Assistance (SIFTA) | Reinforcing the European Microfinance and Social Enterprise Finance sectors     #InvestEU #EIB #AdvisoryHub #microfinance #socialfinance European Investment Bank (EIB) European Investment Fund (EIF) European Commission

To think, some time ago, South Africa was considered a "high return market for a comparatively low risk" compared to other emerging market peers. Has the tide turned to "high risk, low return" for SA? Not sure I agree with "regaining investment trust requires policy certainty and stability", although I most certainly understand the rationale. What we need is a complete revamp of current policy. https://lnkd.in/dhrsicSx