Ashburton Investments

Today we are excited to announce a partnership with international investment powerhouse Morgan Stanley Investment Management (MSIM) to strengthen our global capabilities. The partnership will result in enhanced international capabilities for our South African clients. We will also benefit from MSIM’s research and portfolio management in global equity markets. “As a business, we have been preparing for a partnership of this magnitude for a while. This partnership is the next step in enhancing our solutions to better meet clients’ needs,” said Duzi Ndlovu, Ashburton’s CEO. Read more: https://lnkd.in/d8JxViyw  #globalequity #investing #assetmanagement #investments

We extend our heartfelt congratulations to Mary Vilakazi, CEO of FirstRand, on being awarded the esteemed 2024 Greg Boyd Award at the ABSIP Awards. This honour recognises her exceptional impact on transformation, professional excellence, and commitment to diversity, equity and inclusion. RMB is a proud sponsor of the ABSIP Awards and we remain dedicated to championing exceptional talent and fostering the innovation that shapes the future of financial services. #ABSIPAwards #DEI

[PODCAST] 'Market dislocations can mean opportunities,' says Patrice Rassou of Ashburton Investments. Tune into #BeABetterInvestor with Ryk Van Niekerk for more investing wisdom. #Moneyweb #MarketInsights https://ow.ly/YhiM50UhiIy

Our CIO, Patrice Rassou, spoke to Masego Rahlaga on eNCA yesterday about the performance of the rand and the broader JSE movements observed on Tuesday, 26 November 2024. He provided insights into the factors influencing the rand's fluctuations and analyzed the day's market trends.   He unpacked the performance of the banks and retailers and briefly discussed some company news with Life Healthcare releasing strong results and Pepkor’s significant gain in the market.   Watch here for a more detailed update: https://lnkd.in/duXyc9qR  #marketupdate #investing

Some interesting points raised by Steven Amey, our Head of Intermediated Distribution, ahead of Black Friday. Steven says we need to ask ourselves the question: ‘Are we truly saving money by spending on Black Friday specials, or would we be better off saving that same money and placing it in an investment that can grow over time?’ Sound financial advice is a gift, why not spoil yourself and have a read through the article. #blackfriday #blackfriday2024 #investing #savedontspend

Our CIO, Patrice Rassou, appeared on eNCA this morning, to discuss recent market developments. He commented on the rand’s weakened performance trading at around R18 to the US dollar, broadly influenced by the recent US elections which resulted in global and local market fluctuations. He briefly outlined investor sentiment and how global economic uncertainties, and local economic indicators have affected investor confidence, contributing to the rand's depreciation. He noted that China’s global commodity demand could potentially slow down because of Trump tariffs and that the broad resources sector in South Africa remains under pressure. Watch here: https://lnkd.in/dfZGY_TE #marketupdate #investing

Jarred Sullivan, CFA, CQF, our Global Multi-Asset Investment Strategist, reflects on October’s global market performance. US PPI and CPI surprised to the upside. Whereas inflation in the UK, Eurozone, and China surprised to the downside compared to market expectations. The global economic data show that the US has been a lot more resilient than other markets around the world. With the US going to the polls tomorrow (5 November), polling data indicates that Trump has more than 60% odds of winning the elections, as he is ahead in five of the key swing states. It is going to be interesting to see who wins the election as this will certainly shape the way for asset markets over the next five years. Watch the full video below. #globalMarketoverview #globaleconomicdata #globalelections #assetmarkets

This head of #fixedincome overseeing R65bn explains what he learnt in crisis. The Covid-19 crisis taught Albert Botha, AIA the importance of balanced #assetallocation and avoiding large, concentrated bets, Justin Brown writes. Ashburton Investments https://lnkd.in/d8PqWQ3r

Our CIO, Patrice Rassou, appeared on eNCA this morning, sharing insights on the current market trends and an outlook for today’s Medium-Term Budget Policy Statement. He discussed Google’s recent results announcement as the first of the "Magnificent 7" tech companies to report earnings this week, a key period for technology stocks with Microsoft and Meta also scheduled to release their results.   He briefly commented on the stability of the rand, which is currently holding at around R17,59 with a positive open and highlighted Shoprite Holdings' latest operational report, released yesterday. Watch here: https://lnkd.in/d5TwdQ6G #marketupdate #investing #mediumtermbudgetpolicy #mtbps

We are excited to release our first Report to Society. This sustainability report shows how we apply the ESG factors in our business as we work towards creating a sustainable future for all. Read more: https://lnkd.in/ewYAR_BQ #esg #sustainability #sustainableinvesting #sustainabilityreport #reporttosociety #responsibleinvesting