US residential real estate has been on a tear for the last five years, beating global equities and significantly outperforming the total return from global bonds. However, in every boom are sown the seeds of the next bust: after years of rising faster than wages, US property is now more expensive relative to incomes and rents than at any time in its history.
Continue readingCould SA cut interest rates before the US does?
The simple answer is yes. It would not be the first emerging market to do so. Globally, central banks have cut policy rates 52 times so far this year, mostly in developing and emerging markets, including Brazil, Sri Lanka, Vietnam, Georgia, Belarus, Chile, Peru and Poland.
Continue reading2023 InPerspective | Webinar
In this webinar, Kevin Lings and Warren Buhai, share their views on what investors can expect in 2023 and beyond. They provide fresh ideas and unpack key macro themes and what these mean for markets and investors.
Continue readingOffshore investing: Navigating a high inflation and low growth environment
In this webinar, Michael Bell, Global Market Strategist at J.P. Morgan Asset Management and Caroline Keen, Portfolio Manager within the J.P. Morgan Asset Management International Equity Group, discussed their views on the market environment and how they are navigating uncertainty while finding investment opportunities.
Continue readingTaking stock of the SA and global economy
In this webinar, STANLIB’s Chief Economist, Kevin Lings, reflected on local and global economic challenges and shared his views on what the second half of 2022 could hold.
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