Satrix
Why rules-based funds will continue to dominate future flows
The Satrix Balanced Index Fund has just turned ten. Over this decade, the fund’s consistent performance demonstrates why rules-based or indexed balanced funds are dominating their category.
Satrix
Global megatrends shaping the ETFs of the future
Satrix’s CIO, Kingsley Williams has done some future-gazing to see what might be next for this innovation in investing that has fundamentally impacted the landscape.
Satrix
The ETF revolution: A global boom
In recent years, the global investment landscape has experienced an unprecedented surge in the popularity of Exchange-Traded Funds (ETFs). These financial instruments, once considered a niche product, have now become a dominant force in the investment world
Satrix
The Slow Simunye: Are the Benchmarks Finally Becoming One?
This short article describes the coming index harmonisation for the FTSE/JSE SWIX (Shareholder Weighted Index) and ALSI (All Share Index) methodologies in March 2024.
Satrix
Rucking up the returns: investor insights inspired by rugby coaches
With strategies, tactics and game plans in the news, now is a good time to take a lead from rugby coaching staff in your investment journey.
Ghost Stories
Ghost Stories #20: Dividends – Delights and Dangers with Nico Katzke (Head of Portfolio Solutions at Satrix)
Dividends tend to get a lot of respect among investors. Is this warranted? Are they always worth celebrating, or is this just shuffling money around? In this in-depth discussion with Nico Katzke, we unpacked this topic.
Satrix
Factoring in Styles in Smart Portfolios: Demystifying Quantitative Portfolios
Factor investing. Style investing. Smart beta. Quantitative index portfolios. Different names, but with the same simple idea. Nico Katzke of Satrix explains.
Ghost Stories
Ghost Stories #18: Spotlight on Bond ETF Investments with Siyabulela Nomoyi (Portfolio Manager at Satrix)
Equity ETFs tend to dominate the narrative among investors, particularly retail investors. Fixed income or bond ETFs are often ignored, which is a pity now that yields have picked up to current levels. With Siyabulela Nomoyi of Satrix, we put the spotlight on bond ETFs.
