Cassava Technologies, a pan-African technology group, today announced a strategic investment by STANLIB Infrastructure Investments (on behalf of its managed funds) to accelerate the rapid expansion of Africa Data Centres' footprint in South Africa.
SA has come a long way since its first democratic elections in 1994, which brought the ANC into power with a 62.6% majority.
Following several years of volatility and uncertainty, 2023 promises to bring more challenges and opportunities.
As we prepare to leave the market upheavals of 2022 behind, it is time to consider what lies beyond.
2022 continues to be a challenging year for global markets as they grapple with a variety of economic challenges and a potential recession. The year has seen policymakers raising interest rates in an effort to curb inflation and supply shortages continue to hamper growth as one of the consequences of Russia’s invasion of Ukraine. Considering these and other challenges, how are global and local economies faring under continued pressure?
The strong performance of the local equity market since the lows of March 2020, relative to the lacklustre performance of the local economy, has raised investor questions.
Since COVID-19-related lockdowns became widespread globally in Q1 2020, bottlenecks have developed in various supply chains, including most commodity markets, to varying degrees. This, together with rising concern around inflationary risks driven by the combination of highly stimulative monetary and fiscal policies working together for the first time since the 1970s, has raised the question whether we have entered a new commodity super cycle.
Nicholas Naidoo, head of credit at STANLIB Credit Alternatives, and Zeyn Ismail, head of STANLIB Credit Alternatives’ investment team, recently presented their views at the Alternatives Investment Forum 2020 on how Environmental, Social and Governance (ESG). Here’s a summary of their presentation.
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.
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.
