Global (excl USA) - Institutional
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Interest rates
The same, but on steroids.
“When written in Chinese, the word ‘crisis’ is composed of two characters. One represents danger and the other represents opportunity.” – John F. Kennedy
A challenging balance between inflation and growth.
At our recent Talking Investments with Coronation conference, our investment team gave their views on portfolio positioning and regulatory changes.
Central bank action has had a profound effect on risk sentiment, we take a look at how global bond markets have responded.
A look at rising inflation and interest rates and the tough decisions central banks need to make as remedy.
Taking money offshore may be popular, but, at present, South African opportunities are still more attractive.
Good intentions and a renewed commitment to growth are not enough to make government's financial position sustainable
“Battles are never the end of the war” – former US President James Garfield
South African government bonds remain attractive despite global shocks
What did this programme really achieve?
But depressed growth and further Eskom support weigh heavily on government
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
The economic cost of rent seeking
Government’s management of the power crisis will be telling of its broader capacity for reform
Tighter financial conditions are the greatest near-term threat to global growth
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