by admin | Dec 20, 2022 | Investment / Asset Management
Macroscope: As investors debate whether China is ‘uninvestable’, policy pivots to economic growth Sahil Mahtani, Strategist at Ninety One Did investors panic after China’s Party Congress in October? It certainly looks like it. Both the Hong Kong stock exchange and...
by admin | Dec 20, 2022 | Investment / Asset Management
SA bonds are offering enticing returns for 2023 Jason Swartz, Portfolio Manager at Old Mutual Investment Group’s (OMIG) MacroSolutions Cape Town, 19 December 2022: The European Central Bank (ECB) has signalled that its rate hike cycle is far from over, after a small...
by admin | Dec 20, 2022 | Investment / Asset Management
The new emerging markets? Kevin Cousins – Head of Research at PSG Asset Management Over the recent past developed markets have followed aggressive policy choices more reminiscent of those of emerging markets (EMs) of 20 years ago. The combination of very loose...
by admin | Dec 19, 2022 | Uncategorized
Momentum Investments have released their report based on ‘Headline inflation eased in November 2022 while core inflation remained unchanged’ prepared by the Momentum Macro Research Team. Below is a summary of highlights from the team, as well as a downloadable PDF of...
by admin | Dec 19, 2022 | Financial Planning
Debt mistakes to leave behind in 2022 CEO of National Debt Advisers takes a look back at the year that was – common mistakes to avoid, and debt management tricks to take into the new year. As most businesses and citizens were still weening off the effects of the Covid...
