Manager development behind real-world investment impact
Large-scale infrastructure investments are often described through their outputs – megawatts generated, capital deployed, or long-term economic contribution. But behind these outcomes sits something less visible: the investment capability required to identify, support and sustain complex opportunities. The Redstone Concentrated Solar Power...
Namibia’s capital paradox: why strong savings are not translating into growth
Namibia has built one of the more developed institutional investment bases in Africa. Pension and insurance assets exceed N$180 billion, representing more than 100% of GDP. Yet this depth of capital has not consistently translated into broad-based economic growth. This creates a clear paradox: strong savings on one side, limited deployment into...
Unlisted investments can help close the infrastructure allocation gap
Monika Kraushaar highlights why stronger capability in unlisted investments is essential if retirement funds are to make fuller use of available infrastructure capacity. South African retirement funds have room to allocate far more to infrastructure, yet most remain in the single digits. In a recent Citywire South Africa article, RisCura’s...
Middle East escalation – what investors should monitor
Recent military exchanges between the United States, Israel and Iran have escalated tensions across the Middle East and widened the geographic scope of the confrontation. The speed of retaliation and the spread of strikes across multiple regional actors has increased uncertainty around how contained the situation will remain. For investors, the key...
African pension funds target AI themes via offshore funds and private markets
African pension funds are increasingly looking for offshore artificial intelligence investment opportunities given some remarkable global growth in the space and relatively slower AI build out within Africa, Malcolm Fair, Chief Executive of consultancy RisCura, tells MandateWire. While smaller funds are accessing the space via multi-managed or...
Net-zero targets: Why SA pension funds must focus on the real economy
Real-world emissions reduction, engagement, and a locally grounded just transition are emerging as core fiduciary tools. Citywire South Africa recently featured RisCura’s Brooke Leaf-Wright (Senior Sustainability Analyst) alongside Ninety One’s Ann-Maree Tippoo in coverage of a Batseta webinar exploring why South African pension funds’...
Private markets and pension funds: Moving beyond the myths
Private markets continue to attracting growing attention from pension funds seeking both diversification and long-term value. Yet questions remain about their suitability, risks, and role in driving development. At a recent EBnet “In the Moment” webinar, industry experts unpacked these questions through a dynamic role-play discussion...
REimagine Fund targets R5bn portfolio growth
The article highlights the REimagine Fund, a social impact retail investment fund managed by ALT Capital Partners, which develops convenience shopping centres in underserved township and rural communities. These centres improve access to essential goods, stimulate local economies, and create meaningful employment. Since launch, the fund has created...
Citywire South Africa Star Selector Annual 2025: Andrew van Biljon on navigating global and local investment dynamics
Andrew van Biljon, Head of Investment Management at RisCura, has been featured in the Citywire South Africa Star Selector Annual 2025, offering his perspective on the macro themes shaping global and local markets. The Q&A explores how shifts in policy, growth dynamics and geopolitical risk are influencing portfolio construction, and highlights...
South Africa’s 3% inflation target: A new investment equation
Rethinking South Africa’s inflation anchor South Africa’s inflation-targeting framework has guided policy for 25 years, keeping inflation within a 3–6% band, informally anchored around 4.5%. This has provided stability compared to the volatility of past decades. Yet today, the framework looks increasingly outdated. Other emerging markets such...