Sanisha Packirisamy, Economist at Momentum Investments The United States (US) Federal Reserve (Fed) pivoted in September 2024 by reducing the Federal funds rate by 50 basis points...
Investment / Asset Management
Act now to capture rate cut momentum in your fixed income portfolio
Lyle Sankar, Head of Fixed Income at PSG Asset Management Elevated interest rates over the past few years have meant that investors have enjoyed attractive returns from cash...
Headline inflation undershot the 4.5% midpoint in August 2024
Sanisha Packirisamy, Economist at Momentum Investments Highlights: The inflation rate eased to 4.4% year-on-year (y/y) in August from 4.6% y/y in July according to Statistics...
Lowering the anchor on inflation
Lourens Pretorius, Fixed Income Portfolio Manager at Matrix Fund Managers The South African Reserve Bank (SARB), along with the US Federal Open Markets Committee (FOMC), is about to...
Supercore inflation: What is it and could it impact the SARB’s rate decisions?
Sisamkele Kobus, Economics Analyst, and Vivienne Taberer, Investment Director at Ninety One The primary purpose of the SARB is to achieve and maintain price stability in the interest...
Why the Reserve Bank is poised for a rate cut in September
Johann Els, Group Chief Economist at Old Mutual Group As the South African Reserve Bank’s Monetary Policy Committee (MPC) gears up for its meeting on 19 September, expectations are...
Rate cut expectations: what the SARB and US Fed might do this week
Albert Botha, Head of Fixed Income at Ashburton Investments Anticipation is building as the South African Reserve Bank (SARB) and its larger counterpart, the US Federal Reserve (Fed),...
What to ask your asset manager: Developmental impact investing
Angelique Kalam, Head: Sustainable Investment Practices at Futuregrowth Asset Management Changes to Regulation 28 of the Pension Funds Act now afford investors higher allocations to...
ABC of Impact
Oscar Byrne, Paul Hewat, Teun Lowie, Xenia Loos & Marlene Stam, from Collective Action What is Impact Investing? Impact investing, a term coined in 2007 by the Rockefeller...
New research reveals the role of private equity and venture capital investors in driving progress towards national policy objectives
Tshepiso Kobile, CEO of The Southern African Venture Capital and Private Equity Association (SAVCA) South Africa’s National Development Plan: Vision 2030 (NDP) serves as a blueprint...
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