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Global economy
- “If you want peace, you don’t talk to your friends. You talk to your enemies.” – Archbishop Desmond Tutu
“Nothing is more obstinate than a fashionable consensus. ” - Margaret Thatcher, British Prime Minister, 1979 - 1990
Our portfolio managers unpack the burning issues impacting the investment landscape today.
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
Passing breeze or real winds of change?
Shifting growth dynamics and inflation uncertainty
Inflation – it’s time to pay attention
Post-pandemic recovery in the balance of vaccines and a return of confidence
“If you owe your bank a hundred pounds, you have a problem. But if you owe a million, it has.” – Economist John Maynard Keynes
“Battles are never the end of the war” – former US President James Garfield
Life in the time of coronavirus
Pause and reflect.
Inverted yield curves, negative bond yields, liquidity everywhere and not a drop to drink
Restoring confidence is key to growth recovery
The trade war between the US and China is not ending anytime soon, notwithstanding the efforts of presidents Trump and Xi to make nice on the sidelines of the Osaka G20 Summit.
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
World economy balancing on regional tensions and precarious geopolitical alliances
Feeling in the dark? Shining a light on uncertainty
2018 in review
“The trouble is, you think you have time.” – Gautama Buddha
How worried should investors be?
Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu
Explore Investment Insights on the global economy, markets and topics related to our business.
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