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Analysis

Saker Nusseibeh

16 February 2022 • By Saker Nusseibeh • 1 min read

Investing sustainably amid rising rates

As inflation rises around the world, forcing major central banks to consider increasing interest rates after an extended period of “lower for longer...

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Saker Nusseibeh

Changing the rhetoric – dynamic times ahead

The housing market activity in 2021 is going to be a tough act to follow – after dwelling values soured 22.2 per cent nationally to December 2021 �...

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Saker Nusseibeh

Buy and hold may now be a busted flush

By now, everyone will have personally experienced rising inflation. Whether it is energy bills, the cost of groceries or a haircut, inflation is the t...

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Saker Nusseibeh

Beyond footprinting: Applying financials to carbon risk

In his 2022 annual letter to CEOs, BlackRock’s Larry Fink said, “Every company and every industry will be transformed by the transition to a net z...

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Saker Nusseibeh

The importance of building a resilient portfolio

Portfolio theory has evolved over time and even though the basic premise of the 60/40 growth/defensive portfolio still stands up, there is an increasi...

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Saker Nusseibeh

Accounting for ESG impacts: When will local property players start factoring this into the investment equation?

Heard the one about the start-up property fund that hired an environmental expert as its third employee, to ensure it had ESG requirements squared awa...

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Saker Nusseibeh

Tiger, tiger: What investors can expect in the Chinese New Year

With uncertainty hanging over markets, investors need to tread carefully in the Year of the Tiger. But as Ninety One’s investment professionals expl...

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Outlook for 2022 – Sailing into the wind

Sailing into the wind is a sailing expression that refers to a sail boat’s ability to move, even if it is headed into the wind. To reach specific...

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Saker Nusseibeh

Companies moving the needle on sustainability reporting

As more companies commit to long-term targets for a net zero carbon future, the pressure is on how to report progress to shareholders and the wider bu...

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Saker Nusseibeh

Incorporating ESG considerations in multi-asset portfolios

The demand for ESG-based investments is surging and many asset managers now offer strategies that take into account a range of environmental, social a...

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