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Investing perspectives

Investment opportunities in a changing world

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.

Economics & Markets

The Impact of the Coronavirus, now COVID-19

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.

Local assets

On lending to the SA Government

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.

Economics & Markets

A decade: past and future

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.

Investing perspectives

Machine learning is another tool, not The Tool

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.

Offshore Assets

Improving outlook for risk assets

The downturn in industrial output is bottoming out and corporate earnings – powered by rate cuts in the US and Europe – are about to accelerate.

Local assets

South African Equities: value or value trap

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.