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 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.
Continue readingFixed income funds: Looking ahead into 2022
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 readingQ&A: Where to from here with Cryptoassets?
As the crypto industry reaches almost US$3 trillion (at 31 October 2021) and there are more than 6 000 different cryptocurrencies available, should these assets form part of a long-term diversified portfolio?
Continue readingCan fast-growing markets deliver investors more?
Fast-growing regions should in theory offer investors superior growth opportunities compared to developed markets.
Continue readingChina’s poised for slower economic growth, but it’s not all bad news
Strong economic growth momentum in China during the first half of 2021 has dissipated due to a number of short term headwinds.
Continue readingEnergy reform brings winds of change and some sunshine to SA’s energy market
SA is blessed with an abundance of sunshine and wind. But does this mean that renewable energy is the most efficient solution to load-shedding?
Continue readingWhere to from here? [Charticle]
What could economic growth look like in 2022? This question arises as we potentially head into a postcrisis
era where the COVID pandemic becomes “the flu” and we adapt to living with it.