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Articles about
Covid-19
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
Global Frontier Markets
“Give me accountability, I’ll give you peace.” – Abhijit Naskar, neuroscientist and author
Shifting growth dynamics and inflation uncertainty
Finding value in complexity
Cheap insurance at a time of heightened risk
– an excerpt from the Coronation 2020 Stewardship Report
“In the past, censorship worked by blocking the flow of information. In the twenty-first century, censorship works by flooding people with irrelevant information. In ancient times having power meant having access to data. Today having power means knowing what to ignore.” – Yuval Noah Harari
Inflation – it’s time to pay attention
Confidence in recovery gains momentum
But SAGBs are still an attractive investment
“The storm only comes to teach you how to skillfully sail your ship.” – Matshona Dhliwayo, author and philosopher
From volatility through rebound to recovery
“Only a crisis – actual or perceived – produces real change. When that crisis occurs, the actions that are taken depends on the ideas lying around.” – Economist Milton Friedman
Covid-19 economic shock and stimulus reflected in financial markets
We can’t afford not doing better
A chance to add good quality domestic businesses to your portfolio
“Battles are never the end of the war” – former US President James Garfield
Revisiting the investment case
“Sorrow is better than fear. Fear is a journey, a terrible journey, but sorrow is at least an arrival. When the storm threatens, a man is afraid for his house. But when the house is destroyed, there is something to do.” – Alan Paton, author and activist
A butterfly flaps its wings in Wuhan, China
A brutal quarter for financial markets
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