Nishan Maharaj

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 19 years' investment experience.

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

But bond yields continue to make up for underlying risks

But SAGBs are still an attractive investment

But SAGBs and ILBs still offer attractive opportunities, despite economic challenges

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)

“The best time to plant a tree was 20 years ago. The second best time is now.” – Chinese proverb

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

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

But South African bonds still offer a bulwark against global policy normalisation

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

Renewed optimism and contained inflation could benefit government bonds