While great progress has been made, South Africa is still lagging in some areas as far as true transformation is concerned. Ann Leepile, CEO, shares her perspective that inclusion must remain South Africa’s shared project.
mandg.co.za/insights/article…
#ConsiderThis #InvestmentInsights
Time requires consistency to build value.
The M&G Equity Fund and M&G Dividend Maximiser Fund have delivered outperformance since inception - proof that patience, paired with process, pays off.
In a world of noise, consistency becomes intelligence.
#IntelligenceConnected #ConsistencyBecomesIntelligence #MGEquityFund #MGDividendMaximiser
Assets are managed by MandG Investment Managers (Pty) Ltd, an authorised discretionary financial services provider. Past performance is not necessarily a guide to future investment performance. Further information is available at mandg.co.za. Source: Morningstar as at 30/06/2026, (ASISA) South African EQ General.
Choosing a unit trust? Look beyond the latest returns.
Understanding what a fund invests in, its risk and fees, investment approach and long-term track record can help you make a more informed decision.
The right fund is less about yesterday’s performance, but how it fits your goals and investment horizon.
Read our guide to unit trusts: mandg.co.za/insights/article…
Long-term outcomes aren’t built on one bold call.
They're built on the conviction to stay the course, cycle after cycle, decade after decade.
In a world of noise, consistency becomes intelligence.
#IntelligenceConnected #ConsistencyBecomesIntelligence #LongTermInvesting
MandG Investment Managers (Pty) Ltd is an authorised discretionary financial services provider.
Spiking yields, a sell-off in global bonds and a reversal in equity trends kept markets on edge – while energy prices and the path of interest rates remained firmly in focus.
Our Q3 2026 Market Observations unpacks the key trends, asset class performance and portfolio positioning.
mandg.co.za/insights/article…
#MarketObservations #InvestmentInsights #GlobalMarkets #AssetAllocation #MarketOutlook
Scale brings clarity. Collaboration sharpens insight.
Over 6 000* sharp minds interrogate every decision we make, because better questions lead to better outcomes.
In a world of noise, consistency becomes intelligence.
#IntelligenceConnected #ConsistencyBecomesIntelligence #OneTeam
MandG Investment Managers (Pty) Ltd is an authorised discretionary financial services provider. *This advert represents 6 000 employees across the M&G Group.
September was a challenging month for global bonds and a mixed one for equities, as rising oil prices, higher bond yields and inflation concerns shaped sentiment.
With the Fed, ECB, SARB and BOJ all raising rates during the month, attention remained firmly on energy prices and the path of interest rates.
Watch our September Market Snapshot for the key market moves in 2 mins.
#MarketSnapshot #InvestmentInsights #GlobalMarkets #InterestRates #BondMarkets
The result gets noticed. The process doesn’t.
For 30 years, our valuation-led investment philosophy hasn't changed. When the fundamentals are right, they don't need reinventing.
In a world of noise, consistency becomes intelligence.
#IntelligenceConnected #ConsistencyBecomesIntelligence #ValuationLed
MandG Investment Managers (Pty) Ltd is an authorised discretionary financial services provider.
Scale gives you range.
Connection gives you focus.
With R8.4 trillion* in global capability, we bring world-class scale and ground it in local insight.
In a world of noise, consistency becomes intelligence.
#IntelligenceConnected #ConsistencyBecomesIntelligence #GlobalScale
MandG Investment Managers (Pty) Ltd is an authorised discretionary financial services provider. *This advert represents Assets under management and administration for M&G plc as at 30/06/2026, total ZAR8,4 trillion.
Our heritage connects us to our roots, but it is how we show up for one another today that truly defines us.
To honour Heritage Day, we hosted our 4th annual “Bring a Dish, Make a Difference” gathering yesterday in our Cape Town office. For every traditional dish brought by our colleagues, our parent company M&G plc donated to U-turn, with M&G Investments Southern Africa matching the contribution. U-turn works to end homelessness in South Africa, providing beds, rehabilitation support, and hope to those in need.
Wishing all our clients, partners, and colleagues a meaningful Heritage Day.
Let us continue building a shared future rooted in respect and belonging.
#HeritageDay #SocialImpact #DiversityAndInclusion
AI is driving parts of the EM rally – but where else are the opportunities? Portfolio Manager, Kaitlin Byrne, explores the value emerging beyond the headline winners, from Asian consumer stocks to financials in Brazil, Mexico and Indonesia.
Explore more: mandg.co.za/insights/article…
Global equities gained in August, supported by continued AI optimism and strong technology earnings.
Emerging markets outperformed developed markets, while South Africa stood out as resources rallied and the rand strengthened.
But rising oil prices, geopolitical tensions and shifting rate expectations added volatility, while global bonds came under pressure.
Read our August Market Overview for the key market themes: mandg.co.za/insights/article…
#EmergingMarkets #SouthAfrica #MarketUpdate
Global markets continued to navigate geopolitical uncertainty as the US-Iran conflict pushed Brent crude above $90 per barrel, reigniting inflation concerns and weighing on bonds and equities. Despite this, some equity markets largely looked through the geopolitical noise. Optimism around AI and technology helped drive strong returns in the US, Germany and Japan. Closer to home, SA equities benefited from robust performance in the resources sector, supported by rand strength and a weaker US dollar.
Watch the Market Snapshot in under 2 mins.
#MarketSnapshot #GlobalMarkets #SouthAfrica
Connection. Conversation. Celebration. That's what Women's Month looked like at M&G Investments.
Throughout August, we came together to celebrate, connect, listen and learn from one another. Every conversation, story and shared moment reminded us that our differences make us stronger.
Thank you to everyone who took part and helped make Women's Month so meaningful.
Here's to carrying that spirit of inclusion, connection and support with us every day.
#WomensMonth #Inclusion #Community
How do flexible income managers navigate uncertain markets while protecting capital and managing drawdowns?
In a Flexible Income Fund Masterclass on Asset TV, Bulent Badsha, Portfolio Manager of the M&G Enhanced Income Fund, joins industry peers to explore the current opportunity set across global and South African bond markets while navigating the changing environment.
Watch the masterclass to hear how flexible income strategies are positioned for what lies ahead: assettv.co.za/site-player/as…
#FixedIncome #BondMarkets #InvestmentInsights #AssetManagement
Markets looked calm in July. But beneath the surface, a different story unfolded.
Geopolitical tensions, AI earnings and shifting interest rate expectations reshaped markets, creating sharp differences across regions, sectors and asset classes. While global equity indices were largely flat, investors became far more selective about where opportunities lie.
Read our latest Market Overview: mandg.co.za/insights/article…
#MarketOverview #InvestmentInsights #GlobalMarkets #InterestRates
This Women’s Day, we honour the women who came before us and those who continue to shape our future.
On 9 August 1956, more than 20,000 women from every background marched to the Union Buildings in a powerful demonstration of courage, unity and conviction. Their actions became a defining moment in South Africa's history.
Nearly 70 years later, that legacy lives on in the women who lead, challenge convention, create opportunity, nurture talent and make space for others to thrive.
Like a bouquet, our strength comes from our diversity. The protea, with its resilience and strength, and the rose, with its grace and influence, remind us that there is no single way to lead, inspire or make a difference. Every woman brings something unique to the whole.
Today, we celebrate every woman and the unique contribution she brings, because together we create something stronger than any one bloom could alone.
Happy Women's Day.
#WomensDay #StrengthInDiversity
To understand the future of AI, follow the infrastructure behind it.
Returning from Seoul and Taipei, Boitumelo Mahudu shares first-hand insights into how massive AI infrastructure, semiconductor leadership, and advanced manufacturing are actively charting the next phase of global technology investing.
Read the full travel note: mandg.co.za/insights/article…
#TechInvesting #AIInfrastructure #Semiconductors #GlobalMarkets
What moved markets in July? From easing inflation to geopolitical tensions and shifting oil prices, watch our Market Snapshot in under 2 minutes for the key developments.
#MarketSnapshot #InvestmentInsights #GlobalMarkets #Inflation #AssetManagement







