Who Will Be One Of The Next Big IT Megatrend Beneficiaries?

Microsoft (MSFT) is at the center of three powerful technology themes: Cybersecurity Cloud Artificial Intelligence (AI) And its consistent outperformance in these areas is overlooked. Cybersecurity: The Unsung Giant in Enterprise Protection MSFT is the largest cybersecurity vendor in the world being 3 times larger than its closest competitor offering a one-stop shop that delivers…
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SA’s bonds sizzle in lacklustre market for EM debt

By Colleen Goko, Bloomberg  26 Jul 2024 07:30. South Africa’s general election was the catalyst. The outlook for emerging-market local-currency bonds is less than rosy — except in South Africa, which has delivered world-beating returns this year and is seen extending that run. Developing-nation local debt has struggled amid pressures from higher-for-longer US interest rates…

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How did SA’s 2nd-best balanced fund beat its benchmark?

By Jaco Visser Read full article on CityWire South Africa: click here South Africa’s second-best-performing balanced fund over the year ended June, the Centaur BCI Balanced fund, owes its fortunes to offshore and local picks – but not necessarily the ones you might think. The fund, managed by Nick de Vos and Citywire + rated Roger Williams, returned 10.9% (not…

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