Maz'enethole Quarter 4 2024

Welcome to the latest edition of our quarterly newsletter, Quarter 4 of Maz’enethole 2024, as we also take the opportunity to wish you all a successful 2025. Welcome to the latest edition of our quarterly newsletter In this CEO’s note, Malungelo Zilimbola walks through the year 2024 — a year full of big changes and challenges, both here in South Africa and around the world. Locally, we've experienced change as a result of the Government of National Unity (GNU). While internationally, the return of Donald Trump is setting the stage for a new chapter in U.S. politics. In the CIO perspective, Asanda Notshe writes an honest review on how the investment stage currently looks (and feels) — a bit like jumping into the unknown. With everything from political tensions to climate change affecting the markets. He also touches on how the Mazi investment team continues to manage these risks.

Stephán Engelbrecht, in his interview with CNBC Africa, takes the time to present and assess the role and value of AI in the investment landscape. He suggests that AI is changing the game, helping fund managers make faster, better decisions. Andreas van der Horst shared his insights and expertise during the Global Masterclass on Asset TV.

If you are curious about how we're using these shifts and tools to manager our clients' investment keep reading here.