Articles about
Inflation

“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis

Inflation – it’s time to pay attention

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

South Africa’s prospects are looking better, but durable change needs vision and consensus

“When the world is running down, you make the best of what’s still around.” – Musician and actor, Gordon Sumner (aka Sting)

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

A butterfly flaps its wings in Wuhan, China

"Speculation … allows you to put your emotions first, whereas investment gets emotions out of the picture.” – John C. Bogle

How worried should investors be?

South African government bonds remain attractive despite global shocks

Cheap insurance at a time of heightened risk

The price is right (or at least it feels that way)

But after riding the wave of optimism, we are now cautious of South African bonds at current levels

“Your perception may not be my reality.” – Aporva Kala, author and philosopher

But SAGBs might still fare better than expected

Let us not waste another crisis

The economic cost of rent seeking

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

But depressed growth and further Eskom support weigh heavily on government

Central bank action has had a profound effect on risk sentiment, we take a look at how global bond markets have responded.

Taking money offshore may be popular, but, at present, South African opportunities are still more attractive.

While economic recovery challenges still abound, the likelihood of South Africa tumbling into a debt trap within the next five years has, thankfully, diminished.

“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

Shifting growth dynamics and inflation uncertainty

Passing breeze or real winds of change?

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

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

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At our recent Talking Investments with Coronation conference, our investment team gave their views on portfolio positioning and regulatory changes.

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

SA bonds continue to hold their worth for investors

A challenging balance between inflation and growth.