United States - Institutional
Articles by
Nishan Maharaj
Nishan is Head of Fixed Interest and responsible for the investment unit's process and performance across all strategies. He also manages all fixed interest assets. Nishan has 21 years' investment experience.
Global bond rout puts local bonds under pressure amidst a deteriorating fundamental backdrop.
Mapping the way forward.
No margin for error
Hope must make way for action.
SA bonds continue to hold their worth for investors
Central bank action has had a profound effect on risk sentiment, we take a look at how global bond markets have responded.
While economic recovery challenges still abound, the likelihood of South Africa tumbling into a debt trap within the next five years has, thankfully, diminished.
But SAGBs might still fare better than expected
Bloated merchant acquirers face disruption in the Brazilian market spac
“When the world is running down, you make the best of what’s still around.” – Musician and actor, Gordon Sumner (aka Sting)
South African government bonds remain attractive despite global shocks
But depressed growth and further Eskom support weigh heavily on government
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
But South African bonds still offer a bulwark against global policy normalisation
Explore Investment Insights on the global economy, markets and topics related to our business.
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