Roger Eskinazi, Managing Partner at Tickmill South Africa’s economy is part of a diverse group of Sub-Saharan African economies known to be more impacted by global markets than their...
Investment / Asset Management
Reasons why the SARB is likely to be conservative with rate cuts
Kim Silberman, Macro Economist and Fixed Income Strategist at Matrix Fund Managers CPI inflation for July 2024 surprised to the downside, slowing from 5.1% y/y in June to 4.6% y/y in...
A time of transitions
Izak Odendaal, Investment Strategist at Old Mutual Wealth Springtime in the south looms, while in the north autumn approaches. Of course, the weather cares little for human-made...
Economic and Strategy Viewpoint – Q3 2024
David Rees, Senior Emerging Markets Economist, George Brown, Senior US Economist, Tina Fong, Strategist, at Schroders Our forecast for the global economy is broadly unchanged. We now...
The two-pot retirement reform’s impact on inflation
Sanisha Packirisamy, Chief Economist at Momentum Investments Group The SARB recently published an economic note outlining likely scenarios for the two-pot retirement system which is...
No Signs of Recession: U.S. Economy Grew 3.0% in Q2 2024
Felix Richter, Data Journalist at Statista The U.S. economy grew faster than previously reported in Q2 2024 as consumers spent more than expected on goods and services in the three...
Unpacking the economic implications of SA’s two-pot reform
Ndivhuho Netshitenzhe, Senior Economist at Stanlib SA’s much-anticipated two-pot retirement system will take effect on 1 September 2024. Under the new system, retirement fund members...
Sentiment towards sustainable investment remains strong despite recent negativity
Andy Howard, Global Head of Sustainable Investment at Schroders Headlines surrounding sustainability and sustainable investment have clearly shifted. During 2021-22, coverage was...
Pots, Pensions and Portfolios
Izak Odendaal, Investment Strategist at Old Mutual Wealth The most far-reaching change in the South African retirement landscape in many years takes effect next week. After many years...
When to re-evaluate your investment
Paul Hutchinson, Sales Manager at Ninety One When markets are volatile, investors would be forgiven for wanting to make portfolio changes as a way of trying to stay in control....
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