Marie Antelme

Articles by
Marie Antelme

Marie is the economist at Coronation. She is a member of the Fixed Interest team and provides input to the broader investment team. She joined Coronation in 2014 and has 24 years' experience as a market economist.

- “If you want peace, you don’t talk to your friends. You talk to your enemies.” – Archbishop Desmond Tutu

“Nothing is more obstinate than a fashionable consensus. ” - Margaret Thatcher, British Prime Minister, 1979 - 1990

“All the water that will ever be is, right now.” – National Geographic

The same, but on steroids.


Our portfolio managers unpack the burning issues impacting the investment landscape today.

“When written in Chinese, the word ‘crisis’ is composed of two characters. One represents danger and the other represents opportunity.” – John F. Kennedy

A challenging balance between inflation and growth.

A look at rising inflation and interest rates and the tough decisions central banks need to make as remedy.

“The president can't change the country on his own. But what can he do? He can give an example.” - Volodymyr Oleksandrovych Zelenskyy; President of Ukraine

Budget delivers good news, but some assumptions may prove too optimistic

Mounting risk to the fiscal health of indebted emerging markets will require careful navigation.

“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy

Passing breeze or real winds of change?

Shifting growth dynamics and inflation uncertainty

Inflation – it’s time to pay attention


Good intentions and a renewed commitment to growth are not enough to make government's financial position sustainable

Post-pandemic recovery in the balance of vaccines and a return of confidence

Vulnerabilities increase the risk of longer-term damage

“If you owe your bank a hundred pounds, you have a problem. But if you owe a million, it has.” – Economist John Maynard Keynes

We can’t afford not doing better

“Battles are never the end of the war” – former US President James Garfield

Transformative policy paper needs strong implementation

Restoring confidence is key to growth recovery

The economic cost of rent seeking

World economy balancing on regional tensions and precarious geopolitical alliances

Government’s management of the power crisis will be telling of its broader capacity for reform

“The trouble is, you think you have time.” – Gautama Buddha

The way in which financial markets respond to US rate expectations is important

Tighter financial conditions are the greatest near-term threat to global growth

It was always going to get messy

Land reform under new leadership – both risk and opportunity

International growth looks solid, but be wary of a concentrated consensus

Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu