South Africa - Institutional
Articles about
Monetary policy
Taking money offshore may be popular, but, at present, South African opportunities are still more attractive.
“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
“The storm only comes to teach you how to skillfully sail your ship.” – Matshona Dhliwayo, author and philosopher
Post-pandemic recovery in the balance of vaccines and a return of confidence
“Battles are never the end of the war” – former US President James Garfield
“The best time to plant a tree was 20 years ago. The second best time is now.” – Chinese proverb
Restoring confidence is key to growth recovery
Inverted yield curves, negative bond yields, liquidity everywhere and not a drop to drink
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
The trade war between the US and China is not ending anytime soon, notwithstanding the efforts of presidents Trump and Xi to make nice on the sidelines of the Osaka G20 Summit.
World economy balancing on regional tensions and precarious geopolitical alliances
"Speculation … allows you to put your emotions first, whereas investment gets emotions out of the picture.” – John C. Bogle
The way in which financial markets respond to US rate expectations is important
How worried should investors be?
Renewed optimism and contained inflation could benefit government bonds
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