Housing shortage an opportunity for high investment yields
Investment is needed in the affordable housing sector. Historically, growth in this sector has been hampered by perceptions of high risk and as a result, undervalued investments. If investors take the time to do their due diligence they could find South Africa’s housing shortage is also an opportunity for high investment yields. As investors struggle...
Navigating Naspers in retirement portfolios
South African asset managers are divided on the merits of including Naspers in retirement scheme portfolios; and though for most the answer is ‘yes’, there is division on the level of exposure, ultimately leaving trustees with the burden of making this complex decision. Trustees are not typically involved in selecting shares for their members’...
Complex pension trends are leaving retirees cash-strapped
Two new analyses recently showed that South African retirees invested in living annuities risk running out of money, with many already living on half the income they enjoyed just six years ago. This heartbreaking situation will be exacerbated by the fact that local markets are likely to produce low returns over the next ten years....
Navigating Naspers
RisCura’s Education Series for Institutional Investors Many institutional investors feel uncertain given their large exposure to Naspers. Not only does it create single-share risk, it also exposes them to Global Technology, which may be currently overvalued, and to China, where growth is slowing. Together with a selection of South African,...
Will gas transform Africa?
In recent years, major discoveries of gas reserves by several African nations seemed to herald an era of cheap electricity, and the prospect of an additional export product to boost foreign currency income. Currently the picture is very different having been stalled by Africa’s general infrastructure challenges, but the underlying catalyst for change...
Portfolio Construction Analyst
Job specification - Portfolio Construction Analyst...
SMEs provide opportunity for Africa to grow its debt market
Investments into private firms in Africa are funded by a relatively low proportion of debt compared to equity, especially in contrast to developed markets, where debt is more readily available and affordable. This is according to RisCura’s latest private equity update of its Bright Africa report, released in October 2017. With a relatively small value...
RisCura wins AGF 2017 Service Provider private equity award
Investment specialists, RisCura, has won the Africa Global Funds (AGF) 2017 Service Provider Awards in the Best Advisory Provider: Private Equity category, for the second consecutive year. RisCura provides investment decision support and offers a wide range of services to the continent’s investor base in listed and unlisted investments. The awards...
