South Africa - Personal
Corospondent - July 2024
A water crisis?
The winter edition of Corospondent is a bumper edition. Offering deep analyses of the political economy, SA’s water and freight infrastructure crises, and insights into select global investment ideas. And very importantly, we address the end goal of all investing, buying your retirement income, where we caution retiring investors to be very mindful of inflation risk when making this choice.
In this issue
“Now is no time to think of what you do not have. Think of what you can do with what there is.” ― Ernest Hemingway, The Old Man and the Sea.
Last year in May, Marie covered South Africa’s water crisis, with a deep dive into the pain points and responsible agencies. This concern has not abated and has grave consequences for SA and its citizens. Our 2023 Stewardship report covers our ongoing analysis of SA’s water crisis and how our investment team is addressing it in the context of investments.
"The railway is one of the most potent factors in modern civilization, and its history is the history of human development." – John Moody, founder of Moody’s Investor Service
- “If you want peace, you don’t talk to your friends. You talk to your enemies.” – Archbishop Desmond Tutu
Selecting a strategy that is flexible and can perform well in various inflationary scenarios is key.
A focus on BYD Auto
Past quarterly publications
Quarterly Publication
October 2024
Under the thumb
The latest edition of Corospondent discusses the impacts of the Government of National Unity and declining interest rates on the South African economy and markets, the revival of the Chinese economy and investor interest in Africa, and insights into Quilter, an attractive stock in our portfolios. We also caution investors against accessing retirement income early under the new two-pot system and provide insights into the investment activities regarding a selection of our leading funds.
Quarterly Publication
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.
Quarterly Publication
January 2024
Is your financial plan in order?
The summer edition of Corospondent offers in-depth views on the South African economy and outlook for 2024, looks at how economic stress impacts asset class performance, and showcases some investment ideas that are contributing positively to our clients’ portfolios.
Quarterly Publication
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.
Quarterly Publication
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.
Quarterly Publication
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.
Quarterly Publication
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.
Quarterly Publication
October 2022
South Africa unplugged
The spring edition of Corospondent has something for every reader, with expert views on share buybacks, Eskom, listed infrastructure, perfect foresight and global policy challenges.
Quarterly Publication
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.
Quarterly Publication
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
January 2022
Money for nothing?
In the latest edition of Corospondent, we count the cost of quantitative easing and its imminent tapering.
Quarterly Publication
Quarterly Publication
Quarterly Publication
Quarterly Publication
April 2019
The power issue
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
January 2019
Skittish times
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
October 2018
A dog’s Brexit
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
April 2018
Land matters
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
January 2018
Enough already!
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
October 2017
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July 2017
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October 2016
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A quarterly communication on the markets, economy and topical industry-related issues.
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