2022 has seen significant index declines from a January peak. The market is potentially pricing in a recession given an increasingly hawkish Fed
Continue readingTop of mind for investors: global portfolio construction
In this webinar, Columbia Threadneedle’s Neil Robson and Alex Lyle, who manage the STANLIB Global Equity and Global Balanced funds respectively, discuss how they are navigating markets and the implications for portfolio construction.
Continue readingThe Rising Importance of Capital Appreciation
The buying power of your money is a very important aspect, especially when it comes to investments. It is, therefore, important to use an investment vehicle that will not only grow by the inflation rate through time.
Continue readingIs there value in the domestic bond market?
Financial markets will have to contend with more uncertainty and volatility this year, as major central banks take the lead in tightening global financial conditions to avoid falling behind the curve in their responses.
Continue readingPortfolio diversification helps to protect against monetary policy missteps
Until monetary authorities provide clear guidance about future policy, volatility risks highlight the need for asset diversification in long-term investment portfolios
Continue readingWhy digitalisation matters
Digitalisation has been a key topic for many years, if not decades. Its impact on a company’s prospects is regarded with varying degrees of seriousness
Continue readingCan local corporates continue to deliver growth in 2022?
Jessica Bates answers some key questions relating to Equity markets in difficult economic conditions.
Continue readingAre all your eggs in more than one basket? [Charticle]
The power of diversification cannot be underestimated in uncertain times and during periods of significant market dislocation
Continue readingDiversification protects capital and returns in an uncertain environment
Asset managers navigated a tough environment over the last two years as the pandemic led to worldwide economic shutdowns and the market grappled with inflationary pressure which prompted interest rate hikes in a few regions, including SA.
Continue readingOutlook for 2022: growth, risks and strategy
Unpacking our views on what lies ahead for investors in 2022.
Continue readingAsset Allocation 2021/22: review and outlook
Earnings soared past forecasts in 2021 as economic growth bounced back, and the prospect of monetary tightening emerged with inflation proving less transitory than hoped.
Continue readingEconomic growth: widening divergence between advanced and emerging economies
According to the World Bank, global growth is expected to slow from 5.5% in 2021 to 4.1% in 2022 and 3.2% in 2023, as pent-up demand dissipates and fiscal and monetary support is unwound across the world.
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