Tebogo Mogashoa

Private equity is shifting gears. As rates turn and investor confidence improves, funds are deploying again, and South Africa is firmly back on the radar. But this isn’t a return to excess, it’s a shift toward smarter leverage, disciplined execution and sharper capital structuring. In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Rishanth Pillay, Head of Sponsor Leveraged Finance at Investec Corporate & Investment Banking, about what’s driving the renewed momentum – and what could derail it. Listen here: https://lnkd.in/dECz5z8m

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What will shape resilient portfolios in South Africa in 2026? Here are the trends worth paying attention to. In a constantly evolving market, alternatives are becoming a key addition of building strong portfolios. Investors are tapping into secondaries to unlock liquidity and enable strategic exits, using asset-backed private credit to manage risk with discipline, and accessing private companies earlier as they stay unlisted for longer, giving investors early access to growth before they go public. Globally, private equity has seen a noticeable lift, with markets reaching USD 1.27 trillion in the first half of 2025, reflecting both the scale of opportunity and the importance of positioning capital correctly. Diversification through alternatives is no longer limited to institutions. More investors are using private markets to build resilience beyond traditional cycles, applying global trends with insight and intent In a complex local economy. Through Grovest’s range of alternative investments, you can position your portfolio to capture these trends, accessing opportunities in renewable energy, private credit, and rental assets, while building resilience and unlocking value in South Africa’s evolving markets. Gain first insight and position your portfolio to benefit from these emerging trends in 2026 at grovest.co.za #AlternativeInvestments #PrivateMarkets #PortfolioConstruction #InvestmentTrends #PrivateEquity #PrivateCredit #AssetBackedInvesting #RenewableEnergyInvesting #RentalAssets #CapitalAllocation #SouthAfricanInvestments #InvestingInSouthAfrica

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Can South Africa’s mining sector power the next investment cycle? As global macro conditions shift and commodities regain momentum, mining remains central to capital flows, asset allocation and long term portfolio construction. At #IF2026, Unathi Loos, Portfolio Manager at M&G Investments, explores Mining momentum and market resilience. The session will examine: • South Africa’s mining investment environment and why the sector continues to matter • Commodities momentum and the influence of global macro conditions on asset allocation • How South African markets have historically adjusted to shocks, structural constraints and global shifts A practical discussion for institutions positioning portfolios for resilience in the next phase of the cycle. 📍 Cape Town 4 and 5 March | Johannesburg 10 and 11 March 🔗 Learn more and register: https://lnkd.in/e-bXmgnR

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In the 2025 Hedge Fund Guide, Blue Quadrant Capital Management shares how a long-term, value-based approach to investing, grounded in discipline and risk control, can create real opportunities for South African investors. As a boutique hedge fund manager, Blue Quadrant combines macro insight with detailed research to deliver focused and sustainable performance. Read the full profile on Blue Chip Digital: https://lnkd.in/dPp8DzBY #HedgeFunds #AlternativeInvestments #PortfolioManagement #FinancialPlanning #InvestmentStrategy #BlueQuadrant #BlueChipDigital #SouthAfrica

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South Africa’s move toward a lower inflation target could prove a defining shift for local fixed income markets. This article highlights why anchoring inflation closer to 3% matters for interest rates, fiscal credibility and long-term growth. Sebastian Holzbach, CFA, discusses how lower, more stable inflation could unlock reinforcing benefits across the bond market and broader economy. Read the full article: https://lnkd.in/dcZUFiHv #SouthAfrica #FixedIncome #Inflation #MonetaryPolicy #BondMarkets

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How can the latest SPIVA Scorecard help inform investors in South Africa? S&P DJI’s Tim Edwards dives into the latest SPIVA results and the trends driving South Africa’s evolving active vs. passive landscape with Asset TV’s Mosidi Modise. https://lnkd.in/eAfCFzZr

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With nearly two decades shaping South Africa’s multi-manager industry, Jennifer Henry, CFA, FRM, our Deputy CIO, shares her journey from IT projects to portfolio management, and the lessons learned from both wins and setbacks. She discusses how research, governance, and strategy build resilient portfolios, and resilient people. “Good investments today are those that are flexible, leverage technology, and have a growth mindset,” says Jennifer Henry. Read the full article to discover Jennifer’s views on building long-term investment success and the advice she offers the next generation of fund managers: https://lnkd.in/dmgUk9KD

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Navigating Currency Dynamics in Offshore Portfolios. For South African investors, currency fluctuations are an inherent and impactful element of global investments. Understanding how the Rand's movements influence Dollar-denominated returns is critical for effective portfolio management and risk mitigation. Plan strategically for this volatility to protect and grow your offshore wealth. 👉 Watch the full video here: https://lnkd.in/ecW_N9MX #Firecrest #WhereWealthTakesFlight #CurrencyRisk #OffshoreInvesting #WealthProtection #FinancialStrategy #SouthAfricaBusiness #InvestmentManagement

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Positioning for What's Next: Investing with Discipline and Confidence   Shivani Naidoo, Head of EQT at Old Mutual Wealth, explores how the Budget’s tax relief could free up additional capital to invest and bolster long-term compounding, reminding self-directed investors that success lies with time in the market, not timing the market.   Watch here: https://lnkd.in/dhwEpiby   #OldMutualWealth #2026BudgetSpeech #wealthmanagement #financialplanning

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Our flagship STANLIB Enhanced Multi Style Equity Fund has delivered top-quartile performance since inception in 2016, while staying in the bottom quartile on fees. In the latest episode of The More You Know, we unpack the philosophy behind this performance. Why a systematic approach matters, how disciplined research drives consistency and what it means for investors navigating complex markets. In The More You Know, we share not just outcomes, but the thinking and insights that get us there. Watch the full episode now: https://bit.ly/4mUgSXo #STANLIBAssetManagement #TheMoreYouKnow #SystematicSolutions

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Evolving your portfolio with the times along with aligning it with client needs is fundamental. Nerina Visser, Independent ETF Strategist and Adviser at ETFSA dives into how active strategies are being incorporated into ETF structures on the JSE. She encourages both investors and advisers to do their homework and evaluate the underlying strategy, risks, and alignment with long-term goals. Due diligence is key in today’s evolving market. Watch the full video here: https://lnkd.in/d3Zr9iZK #ThinkForum #PortfolioManagement #DueDiligence NERINA VISSER CONSULTING SERVICES | Ryan Basdeo, CAIA, MBA

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Our latest Responsible Investment Report is here. From navigating South Africa’s energy trilemma to accelerating net zero progress, this report reflects how we are driving real-world impact through active stewardship and ESG integration. Highlights: • Ahead of target: 28% AUM net zero aligned vs 24% goal • R43.1 billion invested in sustainability-focused portfolios • 514 company meetings and 717 387 resolutions voted • 82% engagement rate with South Africa’s top 50 companies Explore how we are shaping a sustainable future: https://bit.ly/3XC49gE #ResponsibleInvestment #NetZero #ESG #Sustainability 

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Platinum markets are witnessing unprecedented investment demand in 2025. 💼 Professional fund managers are treating platinum as an undervalued diversification tool, driving capital flows that contradict traditional supply-demand models. Investment Psychology Shift: Portfolio rebalancing away from overextended equities. Recognition of South African supply constraints. Contrarian positioning after years of underperformance. Institutional precious metals adoption strategies. Behavioural Patterns Emerging: Pension funds are making strategic 10+ year allocations based on long-term value recognition. Hedge funds are employing tactical 12-18 month positioning following momentum signals. Family offices are diversifying for wealth preservation across 5-10 year horizons. Supply Deficit Investment Framework: Chinese industrial buyers paying premium prices for glass manufacturing applications has validated Western institutional investment theses. ✓ This demonstration effect convinced professional investors that platinum has reached a structural turning point. Risk Management Evolution: Traditional correlation models are breaking down during volatile periods. Investment committees now incorporate multiple scenarios where supply deficits persist 5-10 years. The psychological framework suggests platinum has reached an inflection point where fundamental value recognition creates self-reinforcing demand patterns. Investment demand has emerged as the primary price driver, overwhelming traditional automotive consumption models. Enjoy this summary? Hit the 'like' button to let us know and follow this page to stay up to date on platinum investment strategies. Read the complete institutional analysis and risk management frameworks reshaping platinum markets: https://lnkd.in/gPVwFNEJ #Platinum #Investment #Markets2025

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[COMING UP] Today on #PowerLunchSA Tracking global markets, investment trends, and Africa’s growth agenda. - Paul Ross Portfolio Manager, Benguela Global Fund Managers JSE trades flat as investors weigh global risks - Borge Brende CEO, World Economic Forum Global investment takes centre stage as WEF wraps up - Natasha Stotesbury Head of Trade Policy, British High Commission in South Africa SA-UK agreement drives R50BN export gains - Muziwethu Mathema Group Executive, Macro Business Intelligence, GGDA Gauteng province advances investment strategy at WEF 2026 - Rethabile Joala CNBC Africa, Digital Media Content Reporter CNBC AFRICA SOCIAL MEDIA POLL: WEF Africa focus; investing in people for growth 12:00, CAT DStv Channel 410 #PLSA410 #PowerLunchSA #DStv410

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Call for Innovators | National Cleantech Innovation Challenge (NCIC) - Northern Cape Renewable Energy & Transmission Challenge The Northern Cape is rapidly emerging as South Africa’s renewable energy powerhouse. With world-class solar and wind resources, expanding mining and agricultural industries, and a growing industrial corridors, the province is positioned to become one of the country’s most important clean energy economic nodes.Yet major opportunities remain, - strengthen energy transmission, - distributed power systems, - storage solutions, and - industrial energy efficiency across the Province’s 5 District Municipalities. The National Cleantech Innovation Challenge (NCIC) invites entrepreneurs, innovators, intrapreneurs, engineers, and researchers to submit practical solutions that can help solve the province’s energy challenges while unlocking new economic opportunities across sectors such as: • Mining and Mineral Beneficiation • Agriculture and Agro-processing • Manufacturing and Industrial Production • Renewable Energy Generation • E-commerce and Digital Infrastructure • Energy Storage and Transmission • Community Energy Systems - Clean Energy that can power large Hyper-Local - Hyper-Scale Data Center's Selected solutions will receive financial and technical support, including: • Investment funding between R1 million - R15 million per solution in price (cash and technical assistance) • Access to up to R160 million in follow-on patient finance to scale • Opportunities to pilot solutions with industry partners We are looking for scalable, commercially viable cleantech innovations that can rapidly deploy and deliver measurable impact in: • Distributed renewable energy and microgrids • Smart transmission and grid optimisation technologies • Battery storage and energy management systems • Waste-to-energy and circular resource solutions • Water-energy efficiency technologies for industry • Clean logistics and industrial decarbonisation Solutions should demonstrate real deployment potential, strong economic impact, and the ability to support local skills development and SME participation. This challenge is an opportunity to help power the next phase of South Africa’s industrial and energy transition, with the Northern Cape at the centre of that future. Applications are now open Apply here: https://lnkd.in/dnsVYRhZ⁠ or https://ncic-sa.org⁠ #TIACleantech #GCIP-SA #RenewableEnergy #Innovation #NorthernCape #EnergyTransition #Entrepreneurship #NCIC #StartUpCultureNorthernCape #GreenEconomy www.asher-group.co.za

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PIC Perspectives: A Global Infrastructure view: Join experts from Public Investment Corporation, Old Mutual Investment Group, British International Investments, Ninety One, and Third Way Investment Partners, discuss if the real potential of infrastructure investing is being overlooked and unpack the myths—and the money—behind global infrastructure projects. Watch here: https://lnkd.in/daFMb4Ak. #G20SouthAfrica #ReKaofela #PICPerspectives #G20Dialogues #AfricaRising #PublicInvestmentCorporation #GlobalDialogue #GlobalPartnership #ResearchPartners

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