Long-term thematic investments are those that benefit from structural changes to the world in which we live. These themes tend to be long-lived and provide significant performance advantages over time, if correctly identified.
The pandemic-led global economic slowdown has had a significant and unforeseen impact on the retail sector worldwide.
Chief Economist, Kevin Lings shares his views on the potential impact of this sobering Supplementary Budget on individuals, markets, and the greater economy.
Our investment experts, Victor Mphaphuli, Keillen Ndlovu, Herman van Velze and Marius Oberholzer discuss the impact of the Budget on the markets.
Chief economist, Kevin Lings reviews the exonomic impact of Tito Mboweni’s second budget speech that was delivered on Wednesday, 26 February 2020.
The novel coronavirus, now referred to as COVID-19, has infected an average of 2 300 people per day since 20 January this year. The number of confirmed cases has risen above 75 000 as at 24 February 2020.
Traditionally, government bonds are referred to as ‘risk-free’ assets. Much of modern financial theory, and indeed, the practical day-to-day workings of financial markets, depend on such a concept.
Over the past 10 years the world economy has gradually recovered from the Global Financial Crisis
(GFC), growing by a respectable annual average of 3.8% from 2010 to 2019.
January is typically a month when portfolio managers and advisers have their heads down completing year-end reviews and providing thoughts for the year ahead.
As we head into a new decade, the potential and increasing application of artificial intelligence (AI) to assist with investment decision-making and improve the accuracy of our investment choices continues to receive a lot of attention.
The downturn in industrial output is bottoming out and corporate earnings – powered by rate cuts in the US and Europe – are about to accelerate.
South African investors have enjoyed phenomenal returns over the last 2-3 decades, as local equity returns outpaced those of most equity markets around the world.
