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Investment Insights

Investment Insights

Q1 2019 – Economic Commentary

With the world economy widely expected to decelerate, a growing number of central banks are delaying normalising their monetary policies. The stalled pace of policy normalisation is designed to combat advanced economies from falling into economic contraction. Indeed, liquidity was looser in the first quarter of 2019. The money supply data of significant economies such…

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…

Q1 2017 – Economic Commentary

A weekend is a long time in South African markets. On the penultimate Friday of the month we had been examining research that suggested that the South African bond market was one of the most favourable around the world. On the subsequent Monday bond yields moved 7 points lower during the morning before reversing course…

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…

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