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A butterfly flaps its wings in Wuhan, China

– an excerpt from the Coronation 2020 Stewardship Report

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

But SAGBs are still an attractive investment

Confidence in recovery gains momentum

Global Frontier Markets

Cheap insurance at a time of heightened risk

From volatility through rebound to recovery

Finding value in complexity

We can’t afford not doing better

A chance to add good quality domestic businesses to your portfolio

“In the past, censorship worked by blocking the flow of information. In the twenty-first century, censorship works by flooding people with irrelevant information. In ancient times having power meant having access to data. Today having power means knowing what to ignore.” – Yuval Noah Harari

“Give me accountability, I’ll give you peace.” – Abhijit Naskar, neuroscientist and author

A brutal quarter for financial markets

Shifting growth dynamics and inflation uncertainty

Covid-19 economic shock and stimulus reflected in financial markets

“Sorrow is better than fear. Fear is a journey, a terrible journey, but sorrow is at least an arrival. When the storm threatens, a man is afraid for his house. But when the house is destroyed, there is something to do.” – Alan Paton, author and activist

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

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

“Only a crisis – actual or perceived – produces real change. When that crisis occurs, the actions that are taken depends on the ideas lying around.” – Economist Milton Friedman

Revisiting the investment case