Delphine Govender

Perpetua Investment Managers explores how the AGI race is reshaping energy demand and climate strategy amid rising infrastructure investment.

Water security is a critical concern in South Africa, with far-reaching implications for multiple sectors, including the asset management industry. In 2024, we took a proactive step towards enhancing sustainability in our portfolio by incorporating water risk assessments into our stewardship activities. This initiative was part of our broader strategy to evaluate portfolio resilience under various scenarios, ensuring we can effectively mitigate potential risks related to environmental issues, including water scarcity and security.

Explore Delphine Govender’s insightful piece on how Perpetua Investment Managers define what it means to be a good investor

Lonwabo Maqubela, Deputy Chief Investment Officer, and Jeremy Gorven, Senior Investment Analyst, recently returned from a week-long research trip to Japan, where they attended the Daiwa Securities 2025 Japan Investment Conference. This annual event brings together investors and corporate leaders to discuss industry trends, economic developments, and investment opportunities. Conferences like these provide a valuable and productive platform for investors like us to engage directly with company management, gaining critical insights into investee companies, their performance, strategic initiatives, and future plans.
In this article, Lonwabo and Jeremy share key takeaways from the conference, offering a first-hand perspective on Japan’s evolving market landscape and the implications for investors.

In an investment landscape often marked by uncertainty and volatility, the “boring” balanced fund still remains a compelling choice for investors seeking both growth and risk management. According to the Alexforbes Large Manager Watch survey, approximately R1trillion of institutional clients’ assets find a home in these solutions which provide investors with access to dynamic asset allocation and security selection expertise of fund managers. The Association of Savings South Africa (ASISA) recently reported that 50% of unit trust savings are in multi-asset funds, further underlining their popularity amongst investors and advisers.