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Investment Insights

Investment Insights

Q1 2018 – Economic Commentary

Global growth: recovery remains in place but slowing The dominant investment “story” since 2016 has focused on the extent of economic growth coupled with the “normalisation” of interest rates in the US and eurozone following the extraordinary stimulus measures introduced in the wake of the GFC (global financial crisis in 2008). Entering 2018, the global…

Q3 2017 – Economic Commentary

Investment mandates are constructed with a traditional risk spectrum in mind that places government-issued or government-guaranteed debt at the least risky end of that spectrum after cash. The past several months since the March Cabinet reshuffle in South Africa have essentially challenged investors to invest in a framework where there is diminishing assurance that government…

Q2 2017 – Economic Commentary

Two key local developments in the past month were the release of the latest iteration of the Mining Charter, followed a day later by seemingly unwarranted comments by the Public Protector on the mandate of the South African Reserve Bank. Both events proved negative for the currency, continuing an unfortunate trend of negative news that…

Q4 2016 – Economic Commentary

United States equity markets surged ahead in November as the prospect of a Trump presidency held the promise of increased spending in the economy. Soon enough, investors started questioning where the money would come from – especially in a climate in which the national debt has inflated to historic highs. Furthermore, one of the nation’s…

Q3 2016 – Economic Commentary

Our comment this month seeks to distill a range of views put forward at a recent BCA (Bank Credit Analyst) Conference held in New York in late September. Speakers included Paul Volker, Larry Summers, Kevin Warsch, senior strategists from BCA, a range of external speakers and Michael Hayden, former director of the CIA. The theme…