Is the consensus forecast for SA’s equity market unrealistically high? Is it masking a frail background? Mergence Head: Equities, Peter Takaendesa, adds his voice to the comment on Bloomberg, citing some of the headwinds and outlining the Mergence approach to equity selection.
Global factor performance and the Mergence Global Quant Equity Portfolio
Factor investing is the practice of investing based on exposure to a range of quantitative factors that have been shown