Business & Industry views
Notes from my inbox special edition: taking stock of your portfolioBe without fear in the face of your enemies. Be brave and upright that God may love thee. Speak the truth always, even if it leads to your death. Safeguard the helpless and do no wrong. - A Knight’s Oath
January 2024 · 6 min read
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In this issue
Be without fear in the face of your enemies. Be brave and upright that God may love thee. Speak the truth always, even if it leads to your death. Safeguard the helpless and do no wrong. - A Knight’s Oath
Assessing asset class performance in weak state regimes
“Nothing is more obstinate than a fashionable consensus. ” - Margaret Thatcher, British Prime Minister, 1979 - 1990
Nothing short of decisive action will do.
“The relationship between commitment and doubt is by no means an antagonistic one. Commitment is healthiest when it is not without doubt, but in spite of doubt.” Rollo May, The Courage to Create
Past quarterly publications
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April 2024
Wait. Ask the Future You.
The Autumn edition of Corospondent offers insight into several diverse and important topics. Our lead article examines the merits and pitfalls of the upcoming two-pot retirement system, while our investment professionals discuss the markets and the benefits of a fiscal anchor, the nature of a good company director, and the investment cases for GEM and SA’s latest listing.
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October 2023
The great transition
The 2023 spring edition of Corospondent examines one of the most pressing issues of the day – the green energy transition. We also discuss PGMs, and take stock of the SA economy and outlook for bonds. For investors who want to preserve and protect their savings, we unpack fixed income investing.
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Quarterly Publication
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July 2023
Unlocking opportunity
In the winter edition of Corospondent, we focus on developments in the offshore funds market and review the global inflation outlook and its implications for appropriate investment portfolios for retirees, as well as its impact on the local economic outlook. Members of our investment team discuss the outlook for SA gold shares and cross-border ecommerce disruptors, which are gaining traction across developed markets.
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Quarterly Publication
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April 2023
Click to travel
The autumn edition of Corospondent will inspire readers with itchy feet to book their next trip. After all, it’s easier than ever to travel. This is especially so if you contemplate a winter of stage 6 loadshedding, which we examine from SA Inc’s viewpoint. The biggest outlier event of 2023 (so far) has been the bank failures, which is discussed at length, as are the impacts of inflation and interest rates.
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Quarterly Publication
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January 2023
Can we turn the tide?
The summer edition of Corospondent offers in-depth views on the polycrisis and inflation, and what is likely to be in store for SA this year. We also examine attractive opportunities offered by SA Inc. and travel eastwards to look at emerging market index newbie, Saudi Arabia.
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October 2022
South Africa unplugged
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July 2022
The balancing act
In the winter edition of Corospondent, we take a deep dive into the impact of rising inflation and policy rates; we also discuss opportunities we have found for our clients’ portfolios.
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Quarterly Publication
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April 2022
Perspectives
In the latest edition of Corospondent, we examine impact of the invasion of Ukraine and escalating inflation on the global economy.
Quarterly Publication
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January 2022
Money for nothing?
In the latest edition of Corospondent, we count the cost of quantitative easing and its imminent tapering.
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Quarterly Publication
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April 2019
The power issue
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January 2019
Skittish times
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October 2018
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April 2018
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January 2018
Enough already!
A quarterly communication on the markets, economy and topical industry-related issues.
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October 2017
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July 2017
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April 2017
Corospondent
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Quarterly Publication
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January 2017
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October 2016
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