The South African economy is facing a range of cyclical as well as structural impediments to growth, and they are being amplified by a weakening global economic environment.
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To help ensure investors are well prepared, we look at the scale of the challenge, the best strategies to achieve net zero, the options for
policymakers and the key investment considerations for the transition ahead.
Excessive pandemic-related monetary and fiscal stimulus boosted the profit margins of developed market equities to record levels.
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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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Investors looking for smoother yet optimal return outcomes, even during times of market stress, could benefit from tactical volatility targeting strategies.
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With the Chinese economy maturing and personal incomes rising rapidly, China is fast becoming the world’s biggest consumer market.
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South Africa finds itself in a precarious position. Over the past two years a wide range of global developments have had a largely adverse impact on South Africa’s macroeconomic environment.
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In this article, William Davies, CIO at Columbia Threadneedle outlines key learnings and opportunities as a result of the COVID Pandemic and how that will shape thinking into 2021.
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‘Staying home’ in 2020 has seen online shopping increase further, entrenching behaviours that may not have shifted before the pandemic.
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2020 has been a year of extreme volatility, both emotionally and for financial markets.
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Growth or value? The debate over which of these investment styles is superior has regained energy over the last year, especially in equity markets.
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Apart from the human tragedy
associated with the spread of COVID-19, these measures forced the world economy into an unprecedented economic recession.
